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 10-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 | $134,788 | $177,572-24.1% | $154,803-12.9% | $142,382-5.3% |
| Participation rate | 76.9% | 82.1%-5.1pp | 78.1%-1.1pp | 80.1%-3.2pp |
| Annual return | 12.19% | 65.07%-52.9pp | 58.88%-46.7pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,416 | $4,810-70.6% | $4,305-67.1% | $4,299-67.1% |
| Participant deferral / active EE | $4,436 | $6,272-29.3% | $5,540-19.9% | $6,507-31.8% |
| Admin fee / account holder | $43 | $16,786-99.7% | $14,329-99.7% | $12,624-99.7% |