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 | $220,252 | $135,635+62.4% | $110,238+99.8% | $135,375+62.7% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | 5.85% | 513.19%-507.3pp | 314.74%-308.9pp | 519.73%-513.9pp |
| Employer contribution / active EE | $4,122 | $4,906-16.0% | $3,826+7.7% | $4,779-13.7% |
| Participant deferral / active EE | $2,680 | $5,506-51.3% | $4,672-42.6% | $5,609-52.2% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |