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 | $245,228 | $179,726+36.4% | $156,263+56.9% | $142,382+72.2% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 14.91% | 77.86%-63.0pp | 59.47%-44.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,224 | $5,069-36.4% | $4,333-25.6% | $4,299-25.0% |
| Participant deferral / active EE | $8,788 | $6,956+26.3% | $6,158+42.7% | $6,507+35.1% |
| Admin fee / account holder | $109 | $17,272-99.4% | $14,255-99.2% | $12,624-99.1% |