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 | $202,924 | $159,602+27.1% | $150,045+35.2% | $142,382+42.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 16.26% | 70.24%-54.0pp | 62.55%-46.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $7,796 | $4,961+57.2% | $4,693+66.1% | $4,299+81.3% |
| Participant deferral / active EE | $10,162 | $8,310+22.3% | $7,997+27.1% | $6,507+56.2% |
| Admin fee / account holder | $270 | $14,846-98.2% | $13,435-98.0% | $12,624-97.9% |