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 | $220,354 | $53,822+309.4% | $75,696+191.1% | $85,850+156.7% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 26.68% | 24.54%+2.1pp | 104.53%-77.8pp | 318.53%-291.8pp |
| Employer contribution / active EE | $21,530 | $2,017+967.6% | $2,743+685.0% | $2,565+739.3% |
| Participant deferral / active EE | $5,547 | $2,895+91.6% | $3,821+45.1% | $3,952+40.4% |
| Admin fee / account holder | $0 | $3,343-100.0% | $3,619-100.0% | $6,260-100.0% |