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 | $240,268 | $135,952+76.7% | $123,892+93.9% | $273,961-12.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.94% | 56.63%-49.7pp | 47.52%-40.6pp | 41.45%-34.5pp |
| Employer contribution / active EE | $3,265 | $5,170-36.8% | $4,617-29.3% | $4,869-32.9% |
| Participant deferral / active EE | $7,015 | $6,343+10.6% | $5,984+17.2% | $5,287+32.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |