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 | $195,418 | $201,272-2.9% | $184,203+6.1% | $145,922+33.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 52.90% | 29.00%+23.9pp | 28.81%+24.1pp | 561.29%-508.4pp |
| Employer contribution / active EE | $9,623 | $7,022+37.0% | $6,427+49.7% | $4,660+106.5% |
| Participant deferral / active EE | $30,500 | $9,806+211.0% | $9,131+234.0% | $6,688+356.1% |
| Admin fee / account holder | $8 | $16,364-100.0% | $13,901-99.9% | $13,397-99.9% |