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 | $215,627 | $159,901+34.9% | $146,958+46.7% | $145,922+47.8% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 16.26% | 98.13%-81.9pp | 418.34%-402.1pp | 561.29%-545.0pp |
| Employer contribution / active EE | $8,184 | $5,286+54.8% | $4,933+65.9% | $4,660+75.6% |
| Participant deferral / active EE | $8,197 | $8,428-2.7% | $8,070+1.6% | $6,688+22.6% |
| Admin fee / account holder | $125 | $15,044-99.2% | $12,998-99.0% | $13,397-99.1% |