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 | $240,373 | $183,519+31.0% | $155,509+54.6% | $145,922+64.7% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 10.99% | 61.17%-50.2pp | 64.67%-53.7pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,413 | $5,313-54.6% | $4,672-48.4% | $4,660-48.2% |
| Participant deferral / active EE | $5,845 | $6,462-9.6% | $5,626+3.9% | $6,688-12.6% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |