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 | $215,952 | $175,202+23.3% | $149,673+44.3% | $139,434+54.9% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 13.86% | 166.71%-152.8pp | 134.42%-120.6pp | 372.94%-359.1pp |
| Employer contribution / active EE | $3,164 | $5,474-42.2% | $4,818-34.3% | $4,751-33.4% |
| Participant deferral / active EE | $8,647 | $6,519+32.7% | $5,680+52.2% | $6,710+28.9% |
| Admin fee / account holder | $296 | $16,150-98.2% | $13,210-97.8% | $11,403-97.4% |