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 | $224,756 | $117,983+90.5% | $101,794+120.8% | $142,382+57.9% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 13.01% | 36.92%-23.9pp | 30.53%-17.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,062 | $2,773-25.6% | $2,289-9.9% | $4,299-52.0% |
| Participant deferral / active EE | $9,490 | $4,714+101.3% | $4,084+132.4% | $6,507+45.8% |
| Admin fee / account holder | $57 | $10,433-99.5% | $8,777-99.3% | $12,624-99.5% |