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 | $243,480 | $159,602+52.6% | $150,045+62.3% | $142,382+71.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.83% | 70.24%-51.4pp | 62.55%-43.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $10,489 | $4,961+111.5% | $4,693+123.5% | $4,299+144.0% |
| Participant deferral / active EE | $9,889 | $8,310+19.0% | $7,997+23.7% | $6,507+52.0% |
| Admin fee / account holder | $149 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |