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 | $243,584 | $159,901+52.3% | $146,958+65.8% | $145,922+66.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 14.88% | 98.13%-83.3pp | 418.34%-403.5pp | 561.29%-546.4pp |
| Employer contribution / active EE | $5,339 | $5,286+1.0% | $4,933+8.2% | $4,660+14.6% |
| Participant deferral / active EE | $10,374 | $8,428+23.1% | $8,070+28.6% | $6,688+55.1% |
| Admin fee / account holder | $282 | $15,044-98.1% | $12,998-97.8% | $13,397-97.9% |