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 | $205,145 | $89,753+128.6% | $107,525+90.8% | $84,808+141.9% |
| Participation rate | 78.6% | 68.1%+10.5pp | 75.1%+3.5pp | 68.3%+10.3pp |
| Annual return | 18.35% | 29.48%-11.1pp | 181.32%-163.0pp | 40.90%-22.5pp |
| Employer contribution / active EE | $4,231 | $3,113+35.9% | $3,754+12.7% | $2,631+60.8% |
| Participant deferral / active EE | $5,535 | $4,056+36.5% | $5,116+8.2% | $4,212+31.4% |
| Admin fee / account holder | $0 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |