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 | $187,267 | $117,841+58.9% | $102,423+82.8% | $145,922+28.3% |
| Participation rate | 88.2% | 78.6%+9.6pp | 76.5%+11.7pp | 80.3%+8.0pp |
| Annual return | 14.52% | 31.65%-17.1pp | 29.32%-14.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $5,882 | $3,615+62.7% | $3,023+94.6% | $4,660+26.2% |
| Participant deferral / active EE | $5,472 | $5,731-4.5% | $5,053+8.3% | $6,688-18.2% |
| Admin fee / account holder | $245 | $13,326-98.2% | $9,451-97.4% | $13,397-98.2% |