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 8-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 | $231,464 | $165,335+40.0% | $149,696+54.6% | $158,922+45.6% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 11.97% | 348.15%-336.2pp | 276.60%-264.6pp | 302.83%-290.9pp |
| Employer contribution / active EE | $2,309 | $5,103-54.7% | $4,644-50.3% | $4,761-51.5% |
| Participant deferral / active EE | $3,768 | $7,181-47.5% | $6,842-44.9% | $5,982-37.0% |
| Admin fee / account holder | $25 | $10,807-99.8% | $9,309-99.7% | $11,246-99.8% |