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 | $185,602 | $159,602+16.3% | $150,045+23.7% | $142,382+30.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 18.14% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $3,868 | $4,961-22.0% | $4,693-17.6% | $4,299-10.0% |
| Participant deferral / active EE | $14,503 | $8,310+74.5% | $7,997+81.3% | $6,507+122.9% |
| Admin fee / account holder | $2 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |