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 | $226,566 | $99,341+128.1% | $84,750+167.3% | $273,961-17.3% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 3.27% | 22.93%-19.7pp | 22.78%-19.5pp | 41.45%-38.2pp |
| Employer contribution / active EE | $12,437 | $4,214+195.2% | $3,574+248.0% | $4,869+155.5% |
| Participant deferral / active EE | $8,306 | $4,269+94.5% | $3,712+123.8% | $5,287+57.1% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |