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 | $100,281 | $198,466-49.5% | $170,442-41.2% | $147,584-32.1% |
| Participation rate | 91.3% | 88.0%+3.3pp | 83.6%+7.7pp | 82.8%+8.5pp |
| Annual return | 15.16% | 257.29%-242.1pp | 205.93%-190.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $6,938 | $6,184+12.2% | $5,433+27.7% | $4,876+42.3% |
| Participant deferral / active EE | $4,566 | $5,629-18.9% | $4,939-7.6% | $5,439-16.1% |
| Admin fee / account holder | $80 | $16,852-99.5% | $13,880-99.4% | $10,885-99.3% |