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 | $244,658 | $175,202+39.6% | $149,673+63.5% | $139,434+75.5% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 18.47% | 166.71%-148.2pp | 134.42%-115.9pp | 372.94%-354.5pp |
| Employer contribution / active EE | $2,385 | $5,474-56.4% | $4,818-50.5% | $4,751-49.8% |
| Participant deferral / active EE | $8,940 | $6,519+37.1% | $5,680+57.4% | $6,710+33.2% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |