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 | $238,923 | $74,888+219.0% | $71,209+235.5% | $142,382+67.8% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 22.02% | 345.14%-323.1pp | 282.51%-260.5pp | 217.08%-195.1pp |
| Employer contribution / active EE | $6,021 | $2,854+110.9% | $2,721+121.3% | $4,299+40.1% |
| Participant deferral / active EE | $6,625 | $4,454+48.7% | $4,175+58.7% | $6,507+1.8% |
| Admin fee / account holder | $99 | $5,568-98.2% | $5,349-98.2% | $12,624-99.2% |