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 | $149,741 | $177,572-15.7% | $154,803-3.3% | $142,382+5.2% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 20.33% | 65.07%-44.7pp | 58.88%-38.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $3,170 | $4,810-34.1% | $4,305-26.4% | $4,299-26.3% |
| Participant deferral / active EE | $9,533 | $6,272+52.0% | $5,540+72.1% | $6,507+46.5% |
| Admin fee / account holder | $21 | $16,786-99.9% | $14,329-99.9% | $12,624-99.8% |