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 8-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 | $171,138 | $217,402-21.3% | $185,823-7.9% | $167,490+2.2% |
| Participation rate | 92.9% | 86.0%+6.8pp | 81.7%+11.2pp | 82.1%+10.8pp |
| Annual return | 13.35% | 148.36%-135.0pp | 122.05%-108.7pp | 478.56%-465.2pp |
| Employer contribution / active EE | $2,198 | $5,873-62.6% | $5,167-57.5% | $4,837-54.6% |
| Participant deferral / active EE | $5,178 | $6,356-18.5% | $5,568-7.0% | $6,341-18.3% |
| Admin fee / account holder | $202 | $19,811-99.0% | $16,237-98.8% | $12,309-98.4% |