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 | $244,658 | $89,753+172.6% | $107,525+127.5% | $84,808+188.5% |
| Participation rate | 95.0% | 68.1%+26.9pp | 75.1%+19.9pp | 68.3%+26.7pp |
| Annual return | 18.73% | 29.48%-10.7pp | 181.32%-162.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $9,064 | $3,113+191.1% | $3,754+141.5% | $2,631+244.5% |
| Participant deferral / active EE | $9,065 | $4,056+123.5% | $5,116+77.2% | $4,212+115.2% |
| Admin fee / account holder | $110 | $7,222-98.5% | $8,919-98.8% | $7,344-98.5% |