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 | $159,867 | $159,602+0.2% | $150,045+6.5% | $142,382+12.3% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.3%-5.4pp | 80.1%-3.2pp |
| Annual return | 23.77% | 70.24%-46.5pp | 62.55%-38.8pp | 217.08%-193.3pp |
| Employer contribution / active EE | $1,313 | $4,961-73.5% | $4,693-72.0% | $4,299-69.5% |
| Participant deferral / active EE | $12,572 | $8,310+51.3% | $7,997+57.2% | $6,507+93.2% |
| Admin fee / account holder | $179 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |