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 | $152,230 | $214,378-29.0% | $200,582-24.1% | $142,382+6.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.32% | 46.41%-23.1pp | 42.33%-19.0pp | 217.08%-193.8pp |
| Employer contribution / active EE | $2,213 | $6,841-67.6% | $6,419-65.5% | $4,299-48.5% |
| Participant deferral / active EE | $13,702 | $9,865+38.9% | $9,331+46.8% | $6,507+110.6% |
| Admin fee / account holder | $156 | $17,692-99.1% | $16,305-99.0% | $12,624-98.8% |