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 | $238,140 | $72,400+228.9% | $67,502+252.8% | $145,922+63.2% |
| Participation rate | 83.3% | 76.9%+6.5pp | 72.9%+10.5pp | 80.3%+3.1pp |
| Annual return | 15.52% | 7182.46%-7166.9pp | 3512.12%-3496.6pp | 561.29%-545.8pp |
| Employer contribution / active EE | $2,725 | $3,069-11.2% | $2,731-0.2% | $4,660-41.5% |
| Participant deferral / active EE | $6,176 | $4,783+29.1% | $4,000+54.4% | $6,688-7.6% |
| Admin fee / account holder | $233 | $5,539-95.8% | $3,998-94.2% | $13,397-98.3% |