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 | $206,104 | $817,678-74.8% | $392,568-47.5% | $152,861+34.8% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.1%+11.9pp | 82.4%+7.6pp |
| Annual return | 23.45% | 22.84%+0.6pp | 24.42%-1.0pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,741 | $5,502-50.2% | $3,783-27.6% | $4,762-42.5% |
| Participant deferral / active EE | $8,741 | $8,398+4.1% | $5,985+46.0% | $5,850+49.4% |
| Admin fee / account holder | $0 | $12,095-100.0% | $6,260-100.0% | $11,596-100.0% |