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 | $231,808 | $127,386+82.0% | $115,037+101.5% | $125,391+84.9% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | 2.78% | 31.28%-28.5pp | 26.14%-23.4pp | 282.22%-279.4pp |
| Employer contribution / active EE | $1,791 | $5,166-65.3% | $4,608-61.1% | $4,866-63.2% |
| Participant deferral / active EE | $11,106 | $6,423+72.9% | $6,026+84.3% | $5,352+107.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |