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 | $237,929 | $177,572+34.0% | $154,803+53.7% | $142,382+67.1% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 13.70% | 65.07%-51.4pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,943 | $4,810-18.0% | $4,305-8.4% | $4,299-8.3% |
| Participant deferral / active EE | $10,270 | $6,272+63.7% | $5,540+85.4% | $6,507+57.8% |
| Admin fee / account holder | $200 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |