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 4-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 | $144,173 | $148,534-2.9% | $135,903+6.1% | $139,434+3.4% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 20.28% | 79.19%-58.9pp | 68.23%-47.9pp | 372.94%-352.7pp |
| Employer contribution / active EE | $2,979 | $5,243-43.2% | $4,856-38.7% | $4,751-37.3% |
| Participant deferral / active EE | $16,363 | $8,100+102.0% | $7,758+110.9% | $6,710+143.9% |
| Admin fee / account holder | $80 | $12,400-99.4% | $10,762-99.3% | $11,403-99.3% |