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 | $182,394 | $63,346+187.9% | $92,233+97.8% | $70,131+160.1% |
| Participation rate | 80.9% | 68.7%+12.2pp | 76.5%+4.4pp | 69.5%+11.3pp |
| Annual return | 20.42% | 530.12%-509.7pp | 176.28%-155.9pp | 73.14%-52.7pp |
| Employer contribution / active EE | $3,111 | $2,471+25.9% | $3,679-15.4% | $2,342+32.8% |
| Participant deferral / active EE | $6,853 | $2,854+140.1% | $3,897+75.9% | $3,332+105.7% |
| Admin fee / account holder | $136 | $3,840-96.5% | $5,194-97.4% | $4,645-97.1% |