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 | $184,927 | $81,460+127.0% | $103,333+79.0% | $80,856+128.7% |
| Participation rate | 92.0% | 66.8%+25.2pp | 74.5%+17.5pp | 67.6%+24.4pp |
| Annual return | 19.57% | 25.55%-6.0pp | 24.88%-5.3pp | 35.59%-16.0pp |
| Employer contribution / active EE | $6,534 | $3,105+110.4% | $3,868+68.9% | $2,755+137.2% |
| Participant deferral / active EE | $6,142 | $3,869+58.8% | $5,057+21.4% | $4,296+43.0% |
| Admin fee / account holder | $0 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |