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 | $247,150 | $157,256+57.2% | $141,162+75.1% | $152,861+61.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 17.68% | 64.32%-46.6pp | 71.39%-53.7pp | 345.32%-327.6pp |
| Employer contribution / active EE | $15,757 | $5,261+199.5% | $4,735+232.8% | $4,762+230.9% |
| Participant deferral / active EE | $3,228 | $7,109-54.6% | $6,709-51.9% | $5,850-44.8% |
| Admin fee / account holder | $46 | $12,120-99.6% | $10,261-99.5% | $11,596-99.6% |