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 | $247,067 | $173,345+42.5% | $136,007+81.7% | $145,922+69.3% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.07% | 1163.32%-1148.2pp | 579.32%-564.2pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,354 | $5,278-55.4% | $4,217-44.2% | $4,660-49.5% |
| Participant deferral / active EE | $4,183 | $8,699-51.9% | $7,025-40.5% | $6,688-37.5% |
| Admin fee / account holder | $0 | $9,954-100.0% | $6,858-100.0% | $13,397-100.0% |