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 4-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 | $218,617 | $177,572+23.1% | $154,803+41.2% | $142,382+53.5% |
| Participation rate | 95.0% | 82.1%+12.9pp | 78.1%+16.9pp | 80.1%+14.9pp |
| Annual return | 36.48% | 65.07%-28.6pp | 58.88%-22.4pp | 217.08%-180.6pp |
| Employer contribution / active EE | $38,827 | $4,810+707.1% | $4,305+801.8% | $4,299+803.1% |
| Participant deferral / active EE | $26,125 | $6,272+316.6% | $5,540+371.5% | $6,507+301.5% |
| Admin fee / account holder | $146 | $16,786-99.1% | $14,329-99.0% | $12,624-98.8% |