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 | $237,869 | $176,056+35.1% | $159,436+49.2% | $167,490+42.0% |
| Participation rate | 93.3% | 84.9%+8.4pp | 82.8%+10.5pp | 82.1%+11.2pp |
| Annual return | 14.32% | 331.75%-317.4pp | 263.57%-249.2pp | 478.56%-464.2pp |
| Employer contribution / active EE | $14,135 | $5,297+166.8% | $4,829+192.7% | $4,837+192.2% |
| Participant deferral / active EE | $8,723 | $7,750+12.6% | $7,352+18.6% | $6,341+37.6% |
| Admin fee / account holder | $37 | $12,554-99.7% | $10,799-99.7% | $12,309-99.7% |