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 | $132,023 | $133,922-1.4% | $116,228+13.6% | $142,382-7.3% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.6%+5.4pp | 80.1%-0.1pp |
| Annual return | 18.49% | 147.76%-129.3pp | 90.06%-71.6pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,957 | $3,446-43.2% | $2,994-34.6% | $4,299-54.5% |
| Participant deferral / active EE | $4,565 | $5,672-19.5% | $4,953-7.8% | $6,507-29.9% |
| Admin fee / account holder | $173 | $14,945-98.8% | $11,989-98.6% | $12,624-98.6% |