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 3-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 | $247,347 | $159,602+55.0% | $150,045+64.8% | $142,382+73.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 16.95% | 70.24%-53.3pp | 62.55%-45.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $8,064 | $4,961+62.6% | $4,693+71.8% | $4,299+87.6% |
| Participant deferral / active EE | $16,279 | $8,310+95.9% | $7,997+103.6% | $6,507+150.2% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |