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 | $173,484 | $159,602+8.7% | $150,045+15.6% | $142,382+21.8% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 14.98% | 70.24%-55.3pp | 62.55%-47.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $4,842 | $4,961-2.4% | $4,693+3.2% | $4,299+12.6% |
| Participant deferral / active EE | $4,899 | $8,310-41.0% | $7,997-38.7% | $6,507-24.7% |
| Admin fee / account holder | $184 | $14,846-98.8% | $13,435-98.6% | $12,624-98.5% |