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 | $178,400 | $163,101+9.4% | $136,749+30.5% | $142,382+25.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.00% | 27.54%-11.5pp | 24.33%-8.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $20,630 | $4,117+401.1% | $3,400+506.8% | $4,299+379.9% |
| Participant deferral / active EE | $9,726 | $5,585+74.2% | $4,692+107.3% | $6,507+49.5% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |