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 | $206,011 | $157,256+31.0% | $141,162+45.9% | $152,861+34.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 25.99% | 64.32%-38.3pp | 71.39%-45.4pp | 345.32%-319.3pp |
| Employer contribution / active EE | $3,223 | $5,261-38.7% | $4,735-31.9% | $4,762-32.3% |
| Participant deferral / active EE | $19,420 | $7,109+173.2% | $6,709+189.5% | $5,850+232.0% |
| Admin fee / account holder | $29 | $12,120-99.8% | $10,261-99.7% | $11,596-99.7% |