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 6-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 | $101,894 | $138,347-26.3% | $184,203-44.7% | $80,856+26.0% |
| Participation rate | 97.9% | 83.9%+14.0pp | 86.8%+11.1pp | 67.6%+30.2pp |
| Annual return | 19.70% | 20.02%-0.3pp | 28.81%-9.1pp | 35.59%-15.9pp |
| Employer contribution / active EE | $7,454 | $4,850+53.7% | $6,427+16.0% | $2,755+170.6% |
| Participant deferral / active EE | $14,349 | $7,071+102.9% | $9,131+57.1% | $4,296+234.0% |
| Admin fee / account holder | $281 | $10,483-97.3% | $13,901-98.0% | $6,918-95.9% |