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 | $218,220 | $108,919+100.4% | $100,391+117.4% | $145,922+49.5% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 21.54% | 57.88%-36.3pp | 49.20%-27.7pp | 561.29%-539.7pp |
| Employer contribution / active EE | $3,543 | $4,419-19.8% | $3,942-10.1% | $4,660-24.0% |
| Participant deferral / active EE | $6,409 | $8,445-24.1% | $8,082-20.7% | $6,688-4.2% |
| Admin fee / account holder | $8 | $9,689-99.9% | $7,899-99.9% | $13,397-99.9% |