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 | $205,998 | $165,335+24.6% | $149,696+37.6% | $158,922+29.6% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 18.09% | 348.15%-330.1pp | 276.60%-258.5pp | 302.83%-284.7pp |
| Employer contribution / active EE | $3,905 | $5,103-23.5% | $4,644-15.9% | $4,761-18.0% |
| Participant deferral / active EE | $13,464 | $7,181+87.5% | $6,842+96.8% | $5,982+125.1% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |