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 9-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 | $249,428 | $111,724+123.3% | $93,606+166.5% | $145,922+70.9% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 13.34% | 202.98%-189.6pp | 133.20%-119.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,744 | $3,090-11.2% | $2,420+13.4% | $4,660-41.1% |
| Participant deferral / active EE | $13,688 | $4,912+178.7% | $4,411+210.3% | $6,688+104.7% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |