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 | $226,610 | $179,726+26.1% | $156,263+45.0% | $142,382+59.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.20% | 77.86%-62.7pp | 59.47%-44.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,500 | $5,069-70.4% | $4,333-65.4% | $4,299-65.1% |
| Participant deferral / active EE | $34,750 | $6,956+399.6% | $6,158+464.3% | $6,507+434.0% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |