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 | $235,124 | $177,572+32.4% | $154,803+51.9% | $142,382+65.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 14.38% | 65.07%-50.7pp | 58.88%-44.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $4,395 | $4,810-8.6% | $4,305+2.1% | $4,299+2.2% |
| Participant deferral / active EE | $23,000 | $6,272+266.7% | $5,540+315.1% | $6,507+253.5% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |