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 | $220,279 | $227,553-3.2% | $189,557+16.2% | $167,490+31.5% |
| Participation rate | 81.8% | 82.5%-0.7pp | 78.4%+3.4pp | 82.1%-0.3pp |
| Annual return | 16.43% | 78.40%-62.0pp | 64.17%-47.7pp | 478.56%-462.1pp |
| Employer contribution / active EE | $2,473 | $5,316-53.5% | $4,412-44.0% | $4,837-48.9% |
| Participant deferral / active EE | $8,794 | $7,002+25.6% | $6,174+42.4% | $6,341+38.7% |
| Admin fee / account holder | $27 | $11,878-99.8% | $9,807-99.7% | $12,309-99.8% |