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 | $209,034 | $124,281+68.2% | $109,143+91.5% | $167,490+24.8% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 12.94% | 26.04%-13.1pp | 25.75%-12.8pp | 478.56%-465.6pp |
| Employer contribution / active EE | $3,399 | $4,207-19.2% | $3,722-8.7% | $4,837-29.7% |
| Participant deferral / active EE | $6,233 | $5,255+18.6% | $4,653+34.0% | $6,341-1.7% |
| Admin fee / account holder | $5 | $7,970-99.9% | $6,752-99.9% | $12,309-100.0% |