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 3-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 | $206,580 | $165,984+24.5% | $164,813+25.3% | $145,922+41.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 273.21% | 100.03%+173.2pp | 69.93%+203.3pp | 561.29%-288.1pp |
| Employer contribution / active EE | $2,345 | $5,273-55.5% | $4,341-46.0% | $4,660-49.7% |
| Participant deferral / active EE | $4,311 | $6,959-38.1% | $6,031-28.5% | $6,688-35.5% |
| Admin fee / account holder | $5 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |