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 | $224,373 | $183,519+22.3% | $155,509+44.3% | $145,922+53.8% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 17.43% | 61.17%-43.7pp | 64.67%-47.2pp | 561.29%-543.9pp |
| Employer contribution / active EE | $14,046 | $5,313+164.4% | $4,672+200.6% | $4,660+201.4% |
| Participant deferral / active EE | $6,701 | $6,462+3.7% | $5,626+19.1% | $6,688+0.2% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |