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 | $213,311 | $114,381+86.5% | $107,525+98.4% | $142,382+49.8% |
| Participation rate | 79.2% | 78.1%+1.0pp | 75.1%+4.1pp | 80.1%-1.0pp |
| Annual return | 16.28% | 242.71%-226.4pp | 181.32%-165.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,118 | $4,015-22.3% | $3,754-16.9% | $4,299-27.5% |
| Participant deferral / active EE | $14,032 | $5,564+152.2% | $5,116+174.3% | $6,507+115.6% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |