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 | $223,590 | $89,355+150.2% | $141,162+58.4% | $72,985+206.4% |
| Participation rate | 83.7% | 75.1%+8.6pp | 82.5%+1.2pp | 69.5%+14.2pp |
| Annual return | 23.73% | 111.85%-88.1pp | 71.39%-47.7pp | 81.00%-57.3pp |
| Employer contribution / active EE | $3,254 | $3,114+4.5% | $4,735-31.3% | $2,440+33.4% |
| Participant deferral / active EE | $8,025 | $5,418+48.1% | $6,709+19.6% | $3,607+122.5% |
| Admin fee / account holder | $23 | $5,958-99.6% | $10,261-99.8% | $5,124-99.6% |