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 | $109,894 | $197,591-44.4% | $177,821-38.2% | $158,922-30.9% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 14.33% | 58.76%-44.4pp | 48.32%-34.0pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,480 | $6,697-77.9% | $5,918-75.0% | $4,761-68.9% |
| Participant deferral / active EE | $4,306 | $8,405-48.8% | $7,714-44.2% | $5,982-28.0% |
| Admin fee / account holder | $23 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |