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 | $246,385 | $99,020+148.8% | $86,590+184.5% | $147,584+66.9% |
| Participation rate | 93.8% | 76.3%+17.4pp | 73.5%+20.2pp | 82.8%+10.9pp |
| Annual return | 17.34% | 1312.34%-1295.0pp | 964.84%-947.5pp | 578.55%-561.2pp |
| Employer contribution / active EE | $18,331 | $3,132+485.3% | $2,839+545.6% | $4,876+275.9% |
| Participant deferral / active EE | $3,693 | $3,972-7.0% | $3,609+2.3% | $5,439-32.1% |
| Admin fee / account holder | $292 | $5,710-94.9% | $4,906-94.0% | $10,885-97.3% |