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 | $212,290 | $209,411+1.4% | $178,490+18.9% | $158,922+33.6% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 13.80% | 188.75%-175.0pp | 151.07%-137.3pp | 302.83%-289.0pp |
| Employer contribution / active EE | $6,958 | $5,706+21.9% | $5,011+38.9% | $4,761+46.1% |
| Participant deferral / active EE | $5,074 | $5,954-14.8% | $5,202-2.5% | $5,982-15.2% |
| Admin fee / account holder | $185 | $17,074-98.9% | $13,984-98.7% | $11,246-98.4% |