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 8-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 | $215,352 | $183,963+17.1% | $162,163+32.8% | $152,861+40.9% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 16.95% | 150.76%-133.8pp | 115.59%-98.6pp | 345.32%-328.4pp |
| Employer contribution / active EE | $2,472 | $6,371-61.2% | $5,614-56.0% | $4,762-48.1% |
| Participant deferral / active EE | $6,702 | $8,034-16.6% | $7,298-8.2% | $5,850+14.6% |
| Admin fee / account holder | $2 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |