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 | $206,349 | $152,587+35.2% | $125,175+64.8% | $152,861+35.0% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 20.20% | 54.84%-34.6pp | 43.79%-23.6pp | 345.32%-325.1pp |
| Employer contribution / active EE | $4,350 | $4,946-12.1% | $3,865+12.5% | $4,762-8.7% |
| Participant deferral / active EE | $7,403 | $5,868+26.2% | $4,937+50.0% | $5,850+26.5% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |