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 | $245,321 | $197,591+24.2% | $177,821+38.0% | $158,922+54.4% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 9.33% | 58.76%-49.4pp | 48.32%-39.0pp | 302.83%-293.5pp |
| Employer contribution / active EE | $2,501 | $6,697-62.7% | $5,918-57.7% | $4,761-47.5% |
| Participant deferral / active EE | $7,375 | $8,405-12.3% | $7,714-4.4% | $5,982+23.3% |
| Admin fee / account holder | $2 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |