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 8-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 | $173,332 | $159,602+8.6% | $150,045+15.5% | $142,382+21.7% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 18.42% | 70.24%-51.8pp | 62.55%-44.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $7,236 | $4,961+45.9% | $4,693+54.2% | $4,299+68.3% |
| Participant deferral / active EE | $7,657 | $8,310-7.9% | $7,997-4.3% | $6,507+17.7% |
| Admin fee / account holder | $18 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |