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 6-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 | $203,833 | $133,922+52.2% | $116,228+75.4% | $142,382+43.2% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 16.20% | 147.76%-131.6pp | 90.06%-73.9pp | 217.08%-200.9pp |
| Employer contribution / active EE | $7,436 | $3,446+115.8% | $2,994+148.3% | $4,299+73.0% |
| Participant deferral / active EE | $16,225 | $5,672+186.0% | $4,953+227.6% | $6,507+149.3% |
| Admin fee / account holder | $210 | $14,945-98.6% | $11,989-98.2% | $12,624-98.3% |