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 | $137,190 | $127,065+8.0% | $113,168+21.2% | $142,382-3.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.38% | 24.03%-5.7pp | 24.27%-5.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $3,004 | $3,442-12.7% | $2,975+1.0% | $4,299-30.1% |
| Participant deferral / active EE | $4,280 | $5,716-25.1% | $5,107-16.2% | $6,507-34.2% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |