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 9-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 | $241,669 | $102,966+134.7% | $90,281+167.7% | $152,861+58.1% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.4%-4.7pp |
| Annual return | 19.95% | 95.16%-75.2pp | 78.10%-58.1pp | 345.32%-325.4pp |
| Employer contribution / active EE | $2,856 | $3,139-9.0% | $2,854+0.1% | $4,762-40.0% |
| Participant deferral / active EE | $10,778 | $4,281+151.7% | $3,885+177.4% | $5,850+84.2% |
| Admin fee / account holder | $6 | $6,171-99.9% | $5,351-99.9% | $11,596-100.0% |