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 | $192,238 | $114,381+68.1% | $107,525+78.8% | $142,382+35.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 21.19% | 242.71%-221.5pp | 181.32%-160.1pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,504 | $4,015-37.6% | $3,754-33.3% | $4,299-41.8% |
| Participant deferral / active EE | $11,491 | $5,564+106.5% | $5,116+124.6% | $6,507+76.6% |
| Admin fee / account holder | $15 | $9,860-99.8% | $8,919-99.8% | $12,624-99.9% |