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 7-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 | $128,880 | $227,553-43.4% | $189,557-32.0% | $167,490-23.1% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.4%-0.7pp | 82.1%-4.3pp |
| Annual return | 10.55% | 78.40%-67.9pp | 64.17%-53.6pp | 478.56%-468.0pp |
| Employer contribution / active EE | $6,097 | $5,316+14.7% | $4,412+38.2% | $4,837+26.0% |
| Participant deferral / active EE | $11,677 | $7,002+66.8% | $6,174+89.1% | $6,341+84.1% |
| Admin fee / account holder | $143 | $11,878-98.8% | $9,807-98.5% | $12,309-98.8% |