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 | $215,304 | $99,341+116.7% | $84,750+154.0% | $273,961-21.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 26.06% | 22.93%+3.1pp | 22.78%+3.3pp | 41.45%-15.4pp |
| Employer contribution / active EE | $7,965 | $4,214+89.0% | $3,574+122.8% | $4,869+63.6% |
| Participant deferral / active EE | $7,163 | $4,269+67.8% | $3,712+93.0% | $5,287+35.5% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |