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 | $203,410 | $159,901+27.2% | $146,958+38.4% | $145,922+39.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 25.35% | 98.13%-72.8pp | 418.34%-393.0pp | 561.29%-535.9pp |
| Employer contribution / active EE | $6,752 | $5,286+27.7% | $4,933+36.9% | $4,660+44.9% |
| Participant deferral / active EE | $13,386 | $8,428+58.8% | $8,070+65.9% | $6,688+100.2% |
| Admin fee / account holder | $62 | $15,044-99.6% | $12,998-99.5% | $13,397-99.5% |