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 9-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 | $126,311 | $114,237+10.6% | $119,258+5.9% | $167,490-24.6% |
| Participation rate | 83.3% | 83.7%-0.4pp | 82.7%+0.6pp | 82.1%+1.2pp |
| Annual return | 12.24% | 29.87%-17.6pp | 30.69%-18.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $1,798 | $4,481-59.9% | $4,384-59.0% | $4,837-62.8% |
| Participant deferral / active EE | $5,160 | $6,084-15.2% | $6,111-15.6% | $6,341-18.6% |
| Admin fee / account holder | $9 | $8,932-99.9% | $7,226-99.9% | $12,309-99.9% |