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 | $106,773 | $202,318-47.2% | $172,739-38.2% | $152,861-30.2% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 22.09% | 1029.65%-1007.6pp | 802.84%-780.7pp | 345.32%-323.2pp |
| Employer contribution / active EE | $7,733 | $5,856+32.0% | $5,143+50.4% | $4,762+62.4% |
| Participant deferral / active EE | $5,471 | $5,948-8.0% | $5,198+5.3% | $5,850-6.5% |
| Admin fee / account holder | $237 | $17,109-98.6% | $13,954-98.3% | $11,596-98.0% |