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 | $172,096 | $159,602+7.8% | $150,045+14.7% | $142,382+20.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 20.40% | 70.24%-49.8pp | 62.55%-42.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $3,866 | $4,961-22.1% | $4,693-17.6% | $4,299-10.1% |
| Participant deferral / active EE | $7,721 | $8,310-7.1% | $7,997-3.5% | $6,507+18.6% |
| Admin fee / account holder | $5 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |