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 | $240,488 | $103,376+132.6% | $87,100+176.1% | $152,861+57.3% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 18.84% | 28.10%-9.3pp | 28.19%-9.3pp | 345.32%-326.5pp |
| Employer contribution / active EE | $3,795 | $3,220+17.9% | $2,521+50.5% | $4,762-20.3% |
| Participant deferral / active EE | $9,130 | $4,778+91.1% | $4,049+125.5% | $5,850+56.1% |
| Admin fee / account holder | $7 | $12,205-99.9% | $7,497-99.9% | $11,596-99.9% |