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 | $238,040 | $138,065+72.4% | $123,544+92.7% | $135,375+75.8% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | 12.31% | 153.68%-141.4pp | 119.20%-106.9pp | 519.73%-507.4pp |
| Employer contribution / active EE | $3,719 | $5,151-27.8% | $4,628-19.6% | $4,779-22.2% |
| Participant deferral / active EE | $12,623 | $6,799+85.7% | $6,426+96.4% | $5,609+125.1% |
| Admin fee / account holder | $13 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |