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 | $231,098 | $114,381+102.0% | $107,525+114.9% | $142,382+62.3% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 15.03% | 242.71%-227.7pp | 181.32%-166.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $13,022 | $4,015+224.4% | $3,754+246.9% | $4,299+202.9% |
| Participant deferral / active EE | $6,643 | $5,564+19.4% | $5,116+29.9% | $6,507+2.1% |
| Admin fee / account holder | $51 | $9,860-99.5% | $8,919-99.4% | $12,624-99.6% |