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 | $162,909 | $98,750+65.0% | $149,696+8.8% | $79,858+104.0% |
| Participation rate | 86.1% | 75.8%+10.3pp | 82.5%+3.6pp | 69.6%+16.5pp |
| Annual return | 30.27% | 27.43%+2.8pp | 276.60%-246.3pp | 31.71%-1.4pp |
| Employer contribution / active EE | $4,717 | $3,216+46.6% | $4,644+1.6% | $2,471+90.9% |
| Participant deferral / active EE | $6,223 | $5,680+9.6% | $6,842-9.0% | $3,740+66.4% |
| Admin fee / account holder | $232 | $6,053-96.2% | $9,309-97.5% | $5,306-95.6% |