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 | $171,399 | $159,901+7.2% | $146,958+16.6% | $145,922+17.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.70% | 98.13%-85.4pp | 418.34%-405.6pp | 561.29%-548.6pp |
| Employer contribution / active EE | $3,175 | $5,286-39.9% | $4,933-35.6% | $4,660-31.9% |
| Participant deferral / active EE | $11,024 | $8,428+30.8% | $8,070+36.6% | $6,688+64.8% |
| Admin fee / account holder | $284 | $15,044-98.1% | $12,998-97.8% | $13,397-97.9% |