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 10-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 | $231,347 | $183,519+26.1% | $155,509+48.8% | $145,922+58.5% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 17.58% | 61.17%-43.6pp | 64.67%-47.1pp | 561.29%-543.7pp |
| Employer contribution / active EE | $3,509 | $5,313-34.0% | $4,672-24.9% | $4,660-24.7% |
| Participant deferral / active EE | $4,933 | $6,462-23.7% | $5,626-12.3% | $6,688-26.2% |
| Admin fee / account holder | $89 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |