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 | $217,450 | $77,730+179.7% | $70,164+209.9% | $139,434+56.0% |
| Participation rate | 95.0% | 83.2%+11.8pp | 78.8%+16.2pp | 80.3%+14.7pp |
| Annual return | 16.56% | 18.98%-2.4pp | 18.87%-2.3pp | 372.94%-356.4pp |
| Employer contribution / active EE | $7,577 | $4,990+51.8% | $4,287+76.8% | $4,751+59.5% |
| Participant deferral / active EE | $0 | $6,448-100.0% | $5,395-100.0% | $6,710-100.0% |
| Admin fee / account holder | $77 | $5,368-98.6% | $4,561-98.3% | $11,403-99.3% |