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 | $228,003 | $177,572+28.4% | $154,803+47.3% | $142,382+60.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 19.98% | 65.07%-45.1pp | 58.88%-38.9pp | 217.08%-197.1pp |
| Employer contribution / active EE | $9,732 | $4,810+102.3% | $4,305+126.0% | $4,299+126.4% |
| Participant deferral / active EE | $17,609 | $6,272+180.8% | $5,540+217.8% | $6,507+170.6% |
| Admin fee / account holder | $236 | $16,786-98.6% | $14,329-98.4% | $12,624-98.1% |