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 7-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 | $231,868 | $107,452+115.8% | $91,541+153.3% | $142,382+62.8% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 11.18% | 22.06%-10.9pp | 20.50%-9.3pp | 217.08%-205.9pp |
| Employer contribution / active EE | $2,044 | $2,994-31.7% | $2,505-18.4% | $4,299-52.5% |
| Participant deferral / active EE | $7,297 | $4,754+53.5% | $4,008+82.1% | $6,507+12.1% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |