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 | $236,285 | $201,272+17.4% | $184,203+28.3% | $145,922+61.9% |
| Participation rate | 84.6% | 87.5%-2.9pp | 86.8%-2.2pp | 80.3%+4.3pp |
| Annual return | 15.83% | 29.00%-13.2pp | 28.81%-13.0pp | 561.29%-545.5pp |
| Employer contribution / active EE | $12,051 | $7,022+71.6% | $6,427+87.5% | $4,660+158.6% |
| Participant deferral / active EE | $10,778 | $9,806+9.9% | $9,131+18.0% | $6,688+61.2% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |