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 | $225,594 | $101,724+121.8% | $164,813+36.9% | $80,856+179.0% |
| Participation rate | 88.9% | 71.8%+17.1pp | 78.6%+10.3pp | 67.6%+21.3pp |
| Annual return | 19.30% | 16.72%+2.6pp | 69.93%-50.6pp | 35.59%-16.3pp |
| Employer contribution / active EE | $3,018 | $2,953+2.2% | $4,341-30.5% | $2,755+9.5% |
| Participant deferral / active EE | $7,287 | $4,477+62.8% | $6,031+20.8% | $4,296+69.6% |
| Admin fee / account holder | $7 | $8,227-99.9% | $12,690-99.9% | $6,918-99.9% |