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 | $225,204 | $177,572+26.8% | $154,803+45.5% | $142,382+58.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.55% | 65.07%-46.5pp | 58.88%-40.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,218 | $4,810-53.9% | $4,305-48.5% | $4,299-48.4% |
| Participant deferral / active EE | $6,098 | $6,272-2.8% | $5,540+10.1% | $6,507-6.3% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |