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 | $219,811 | $159,602+37.7% | $150,045+46.5% | $142,382+54.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 22.52% | 70.24%-47.7pp | 62.55%-40.0pp | 217.08%-194.6pp |
| Employer contribution / active EE | $1,246 | $4,961-74.9% | $4,693-73.5% | $4,299-71.0% |
| Participant deferral / active EE | $2,491 | $8,310-70.0% | $7,997-68.9% | $6,507-61.7% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |