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 7-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 | $177,103 | $133,922+32.2% | $116,228+52.4% | $142,382+24.4% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 18.18% | 147.76%-129.6pp | 90.06%-71.9pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,519 | $3,446-26.9% | $2,994-15.9% | $4,299-41.4% |
| Participant deferral / active EE | $9,780 | $5,672+72.4% | $4,953+97.5% | $6,507+50.3% |
| Admin fee / account holder | $20 | $14,945-99.9% | $11,989-99.8% | $12,624-99.8% |