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 | $216,852 | $157,256+37.9% | $141,162+53.6% | $152,861+41.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 23.88% | 64.32%-40.4pp | 71.39%-47.5pp | 345.32%-321.4pp |
| Employer contribution / active EE | $3,264 | $5,261-38.0% | $4,735-31.1% | $4,762-31.5% |
| Participant deferral / active EE | $10,313 | $7,109+45.1% | $6,709+53.7% | $5,850+76.3% |
| Admin fee / account holder | $30 | $12,120-99.8% | $10,261-99.7% | $11,596-99.7% |