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 | $241,274 | $69,977+244.8% | $108,579+122.2% | $62,891+283.6% |
| Participation rate | 71.0% | 72.9%-1.9pp | 79.6%-8.6pp | 69.3%+1.7pp |
| Annual return | 7.40% | 10.73%-3.3pp | -51.70%+59.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,541 | $2,135-27.8% | $3,758-59.0% | $2,281-32.5% |
| Participant deferral / active EE | $6,795 | $3,165+114.7% | $4,311+57.6% | $3,203+112.1% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |