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 | $228,650 | $89,753+154.8% | $107,525+112.6% | $84,808+169.6% |
| Participation rate | 96.2% | 68.1%+28.1pp | 75.1%+21.1pp | 68.3%+27.8pp |
| Annual return | 22.10% | 29.48%-7.4pp | 181.32%-159.2pp | 40.90%-18.8pp |
| Employer contribution / active EE | $6,106 | $3,113+96.1% | $3,754+62.7% | $2,631+132.1% |
| Participant deferral / active EE | $6,307 | $4,056+55.5% | $5,116+23.3% | $4,212+49.7% |
| Admin fee / account holder | $278 | $7,222-96.1% | $8,919-96.9% | $7,344-96.2% |