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 | $220,513 | $124,319+77.4% | $111,297+98.1% | $167,490+31.7% |
| Participation rate | 81.8% | 79.6%+2.2pp | 77.3%+4.5pp | 82.1%-0.3pp |
| Annual return | 23.89% | 37.44%-13.5pp | 54.65%-30.8pp | 478.56%-454.7pp |
| Employer contribution / active EE | $4,545 | $3,435+32.3% | $2,731+66.4% | $4,837-6.0% |
| Participant deferral / active EE | $4,352 | $5,180-16.0% | $4,487-3.0% | $6,341-31.4% |
| Admin fee / account holder | $6 | $10,618-99.9% | $7,964-99.9% | $12,309-100.0% |