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 | $203,669 | $118,680+71.6% | $98,907+105.9% | $158,922+28.2% |
| Participation rate | 72.7% | 77.8%-5.1pp | 76.0%-3.3pp | 82.0%-9.2pp |
| Annual return | 13.92% | 372.35%-358.4pp | 196.43%-182.5pp | 302.83%-288.9pp |
| Employer contribution / active EE | $3,121 | $3,333-6.4% | $2,689+16.1% | $4,761-34.5% |
| Participant deferral / active EE | $8,518 | $5,088+67.4% | $4,244+100.7% | $5,982+42.4% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |