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 | $178,182 | $165,335+7.8% | $149,696+19.0% | $158,922+12.1% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 20.68% | 348.15%-327.5pp | 276.60%-255.9pp | 302.83%-282.1pp |
| Employer contribution / active EE | $5,200 | $5,103+1.9% | $4,644+12.0% | $4,761+9.2% |
| Participant deferral / active EE | $7,174 | $7,181-0.1% | $6,842+4.9% | $5,982+19.9% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |