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 | $221,622 | $176,056+25.9% | $159,436+39.0% | $167,490+32.3% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 17.95% | 331.75%-313.8pp | 263.57%-245.6pp | 478.56%-460.6pp |
| Employer contribution / active EE | $3,113 | $5,297-41.2% | $4,829-35.5% | $4,837-35.6% |
| Participant deferral / active EE | $20,528 | $7,750+164.9% | $7,352+179.2% | $6,341+223.7% |
| Admin fee / account holder | $56 | $12,554-99.6% | $10,799-99.5% | $12,309-99.5% |