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 | $219,918 | $138,065+59.3% | $123,544+78.0% | $135,375+62.5% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | 0.78% | 153.68%-152.9pp | 119.20%-118.4pp | 519.73%-519.0pp |
| Employer contribution / active EE | $12,233 | $5,151+137.5% | $4,628+164.3% | $4,779+156.0% |
| Participant deferral / active EE | $2,867 | $6,799-57.8% | $6,426-55.4% | $5,609-48.9% |
| Admin fee / account holder | $56 | $10,916-99.5% | $9,284-99.4% | $10,827-99.5% |