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 | $189,955 | $175,202+8.4% | $149,673+26.9% | $139,434+36.2% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 10.77% | 166.71%-155.9pp | 134.42%-123.7pp | 372.94%-362.2pp |
| Employer contribution / active EE | $1,869 | $5,474-65.9% | $4,818-61.2% | $4,751-60.7% |
| Participant deferral / active EE | $4,641 | $6,519-28.8% | $5,680-18.3% | $6,710-30.8% |
| Admin fee / account holder | $14 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |