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 5-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 | $161,619 | $201,272-19.7% | $184,203-12.3% | $145,922+10.8% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 34.59% | 29.00%+5.6pp | 28.81%+5.8pp | 561.29%-526.7pp |
| Employer contribution / active EE | $13,742 | $7,022+95.7% | $6,427+113.8% | $4,660+194.9% |
| Participant deferral / active EE | $18,635 | $9,806+90.0% | $9,131+104.1% | $6,688+178.6% |
| Admin fee / account holder | $98 | $16,364-99.4% | $13,901-99.3% | $13,397-99.3% |