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 | $235,455 | $124,281+89.5% | $109,143+115.7% | $167,490+40.6% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 14.27% | 26.04%-11.8pp | 25.75%-11.5pp | 478.56%-464.3pp |
| Employer contribution / active EE | $3,082 | $4,207-26.8% | $3,722-17.2% | $4,837-36.3% |
| Participant deferral / active EE | $6,368 | $5,255+21.2% | $4,653+36.8% | $6,341+0.4% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |