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 | $222,811 | $165,335+34.8% | $149,696+48.8% | $158,922+40.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.70% | 348.15%-334.4pp | 276.60%-262.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $3,296 | $5,103-35.4% | $4,644-29.0% | $4,761-30.8% |
| Participant deferral / active EE | $4,900 | $7,181-31.8% | $6,842-28.4% | $5,982-18.1% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |