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 | $235,923 | $74,888+215.0% | $71,209+231.3% | $142,382+65.7% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 18.02% | 345.14%-327.1pp | 282.51%-264.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $9,396 | $2,854+229.2% | $2,721+245.3% | $4,299+118.5% |
| Participant deferral / active EE | $19,497 | $4,454+337.7% | $4,175+367.0% | $6,507+199.6% |
| Admin fee / account holder | $137 | $5,568-97.5% | $5,349-97.4% | $12,624-98.9% |