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 6-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 | $124,252 | $159,602-22.1% | $150,045-17.2% | $142,382-12.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 21.00% | 70.24%-49.2pp | 62.55%-41.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $10,583 | $4,961+113.3% | $4,693+125.5% | $4,299+146.2% |
| Participant deferral / active EE | $11,705 | $8,310+40.9% | $7,997+46.4% | $6,507+79.9% |
| Admin fee / account holder | $297 | $14,846-98.0% | $13,435-97.8% | $12,624-97.6% |