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 | $212,306 | $177,572+19.6% | $154,803+37.1% | $142,382+49.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.25% | 65.07%-49.8pp | 58.88%-43.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $4,437 | $4,810-7.8% | $4,305+3.1% | $4,299+3.2% |
| Participant deferral / active EE | $5,460 | $6,272-12.9% | $5,540-1.5% | $6,507-16.1% |
| Admin fee / account holder | $38 | $16,786-99.8% | $14,329-99.7% | $12,624-99.7% |