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 | $177,775 | $117,983+50.7% | $101,794+74.6% | $142,382+24.9% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.2%+8.6pp | 80.1%-2.3pp |
| Annual return | 41.12% | 36.92%+4.2pp | 30.53%+10.6pp | 217.08%-176.0pp |
| Employer contribution / active EE | $993 | $2,773-64.2% | $2,289-56.6% | $4,299-76.9% |
| Participant deferral / active EE | $1,985 | $4,714-57.9% | $4,084-51.4% | $6,507-69.5% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |