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 | $218,610 | $89,753+143.6% | $107,525+103.3% | $84,808+157.8% |
| Participation rate | 90.9% | 68.1%+22.8pp | 75.1%+15.8pp | 68.3%+22.6pp |
| Annual return | 16.85% | 29.48%-12.6pp | 181.32%-164.5pp | 40.90%-24.0pp |
| Employer contribution / active EE | $17,553 | $3,113+463.8% | $3,754+367.6% | $2,631+567.2% |
| Participant deferral / active EE | $11,679 | $4,056+187.9% | $5,116+128.3% | $4,212+177.3% |
| Admin fee / account holder | $0 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |