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 | $212,944 | $198,466+7.3% | $170,442+24.9% | $147,584+44.3% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 17.13% | 257.29%-240.2pp | 205.93%-188.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $4,083 | $6,184-34.0% | $5,433-24.8% | $4,876-16.3% |
| Participant deferral / active EE | $9,493 | $5,629+68.6% | $4,939+92.2% | $5,439+74.5% |
| Admin fee / account holder | $87 | $16,852-99.5% | $13,880-99.4% | $10,885-99.2% |