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 10-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 | $163,444 | $102,604+59.3% | $86,188+89.6% | $139,434+17.2% |
| Participation rate | 73.3% | 74.5%-1.2pp | 69.0%+4.4pp | 80.3%-7.0pp |
| Annual return | 19.85% | 1922.51%-1902.7pp | 1168.45%-1148.6pp | 372.94%-353.1pp |
| Employer contribution / active EE | $3,076 | $3,032+1.4% | $2,380+29.2% | $4,751-35.3% |
| Participant deferral / active EE | $7,269 | $4,676+55.5% | $3,985+82.4% | $6,710+8.3% |
| Admin fee / account holder | $33 | $8,657-99.6% | $6,852-99.5% | $11,403-99.7% |