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 9-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 | $185,799 | $159,602+16.4% | $150,045+23.8% | $142,382+30.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 14.39% | 70.24%-55.8pp | 62.55%-48.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,187 | $4,961-55.9% | $4,693-53.4% | $4,299-49.1% |
| Participant deferral / active EE | $13,791 | $8,310+66.0% | $7,997+72.4% | $6,507+111.9% |
| Admin fee / account holder | $183 | $14,846-98.8% | $13,435-98.6% | $12,624-98.6% |