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 | $223,597 | $214,378+4.3% | $200,582+11.5% | $142,382+57.0% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 19.88% | 46.41%-26.5pp | 42.33%-22.5pp | 217.08%-197.2pp |
| Employer contribution / active EE | $15,891 | $6,841+132.3% | $6,419+147.6% | $4,299+269.6% |
| Participant deferral / active EE | $19,923 | $9,865+102.0% | $9,331+113.5% | $6,507+206.2% |
| Admin fee / account holder | $242 | $17,692-98.6% | $16,305-98.5% | $12,624-98.1% |