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 | $240,473 | $78,926+204.7% | $136,749+75.8% | $84,808+183.6% |
| Participation rate | 86.2% | 62.2%+24.0pp | 72.1%+14.1pp | 68.3%+17.9pp |
| Annual return | 18.08% | 18.17%-0.1pp | 24.33%-6.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $3,459 | $2,134+62.1% | $3,400+1.8% | $2,631+31.5% |
| Participant deferral / active EE | $9,012 | $3,168+184.4% | $4,692+92.1% | $4,212+114.0% |
| Admin fee / account holder | $5 | $6,369-99.9% | $11,386-100.0% | $7,344-99.9% |