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 9-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 | $233,810 | $54,705+327.4% | $71,209+228.3% | $84,808+175.7% |
| Participation rate | 80.0% | 64.1%+15.9pp | 73.8%+6.2pp | 68.3%+11.7pp |
| Annual return | 19.80% | 35.90%-16.1pp | 282.51%-262.7pp | 40.90%-21.1pp |
| Employer contribution / active EE | $3,289 | $2,158+52.4% | $2,721+20.9% | $2,631+25.0% |
| Participant deferral / active EE | $8,462 | $3,030+179.2% | $4,175+102.7% | $4,212+100.9% |
| Admin fee / account holder | $40 | $4,863-99.2% | $5,349-99.3% | $7,344-99.5% |