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 | $211,221 | $123,793+70.6% | $177,821+18.8% | $79,858+164.5% |
| Participation rate | 92.6% | 84.7%+7.9pp | 87.7%+4.9pp | 69.6%+23.0pp |
| Annual return | 19.09% | 22.82%-3.7pp | 48.32%-29.2pp | 31.71%-12.6pp |
| Employer contribution / active EE | $6,990 | $4,095+70.7% | $5,918+18.1% | $2,471+182.9% |
| Participant deferral / active EE | $4,595 | $5,956-22.9% | $7,714-40.4% | $3,740+22.9% |
| Admin fee / account holder | $97 | $7,243-98.7% | $12,427-99.2% | $5,306-98.2% |