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 | $233,572 | $153,772+51.9% | $133,980+74.3% | $273,961-14.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.93% | 36.51%-30.6pp | 29.30%-23.4pp | 41.45%-35.5pp |
| Employer contribution / active EE | $2,229 | $6,029-63.0% | $5,211-57.2% | $4,869-54.2% |
| Participant deferral / active EE | $13,720 | $6,958+97.2% | $6,282+118.4% | $5,287+159.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |