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 5-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 | $247,806 | $214,378+15.6% | $200,582+23.5% | $142,382+74.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.39% | 46.41%-29.0pp | 42.33%-24.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $33,808 | $6,841+394.2% | $6,419+426.7% | $4,299+686.4% |
| Participant deferral / active EE | $16,801 | $9,865+70.3% | $9,331+80.1% | $6,507+158.2% |
| Admin fee / account holder | $162 | $17,692-99.1% | $16,305-99.0% | $12,624-98.7% |