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 | $236,810 | $91,190+159.7% | $178,490+32.7% | $79,858+196.5% |
| Participation rate | 84.6% | 69.2%+15.4pp | 81.9%+2.7pp | 69.6%+15.0pp |
| Annual return | 16.53% | 24.19%-7.7pp | 151.07%-134.5pp | 31.71%-15.2pp |
| Employer contribution / active EE | $7,015 | $3,256+115.5% | $5,011+40.0% | $2,471+183.9% |
| Participant deferral / active EE | $7,598 | $3,236+134.8% | $5,202+46.1% | $3,740+103.2% |
| Admin fee / account holder | $2 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |