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 | $166,547 | $177,572-6.2% | $154,803+7.6% | $142,382+17.0% |
| Participation rate | 72.2% | 82.1%-9.8pp | 78.1%-5.8pp | 80.1%-7.9pp |
| Annual return | 20.90% | 65.07%-44.2pp | 58.88%-38.0pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,721 | $4,810-64.2% | $4,305-60.0% | $4,299-60.0% |
| Participant deferral / active EE | $8,499 | $6,272+35.5% | $5,540+53.4% | $6,507+30.6% |
| Admin fee / account holder | $98 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |