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 5-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 | $221,910 | $114,381+94.0% | $107,525+106.4% | $142,382+55.9% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 14.70% | 242.71%-228.0pp | 181.32%-166.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,898 | $4,015-27.8% | $3,754-22.8% | $4,299-32.6% |
| Participant deferral / active EE | $7,210 | $5,564+29.6% | $5,116+40.9% | $6,507+10.8% |
| Admin fee / account holder | $19 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |