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 | $150,556 | $74,888+101.0% | $71,209+111.4% | $142,382+5.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 13.72% | 345.14%-331.4pp | 282.51%-268.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,591 | $2,854+25.8% | $2,721+32.0% | $4,299-16.5% |
| Participant deferral / active EE | $8,141 | $4,454+82.8% | $4,175+95.0% | $6,507+25.1% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |