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 | $139,579 | $118,849+17.4% | $96,562+44.5% | $167,490-16.7% |
| Participation rate | 93.3% | 75.5%+17.9pp | 69.8%+23.5pp | 82.1%+11.2pp |
| Annual return | 18.54% | 50.49%-31.9pp | 37.78%-19.2pp | 478.56%-460.0pp |
| Employer contribution / active EE | $6,667 | $3,120+113.7% | $2,356+182.9% | $4,837+37.8% |
| Participant deferral / active EE | $1,456 | $4,616-68.5% | $3,849-62.2% | $6,341-77.0% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |