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 | $161,859 | $217,402-25.5% | $185,823-12.9% | $167,490-3.4% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 19.93% | 148.36%-128.4pp | 122.05%-102.1pp | 478.56%-458.6pp |
| Employer contribution / active EE | $6,119 | $5,873+4.2% | $5,167+18.4% | $4,837+26.5% |
| Participant deferral / active EE | $7,648 | $6,356+20.3% | $5,568+37.4% | $6,341+20.6% |
| Admin fee / account holder | $204 | $19,811-99.0% | $16,237-98.7% | $12,309-98.3% |