See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,267 | $159,901+50.9% | $146,958+64.2% | $145,922+65.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 10.46% | 98.13%-87.7pp | 418.34%-407.9pp | 561.29%-550.8pp |
| Employer contribution / active EE | $2,405 | $5,286-54.5% | $4,933-51.2% | $4,660-48.4% |
| Participant deferral / active EE | $6,752 | $8,428-19.9% | $8,070-16.3% | $6,688+1.0% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |