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 | $134,868 | $214,378-37.1% | $200,582-32.8% | $142,382-5.3% |
| Participation rate | 72.7% | 87.4%-14.7pp | 86.9%-14.2pp | 80.1%-7.4pp |
| Annual return | 15.17% | 46.41%-31.2pp | 42.33%-27.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,925 | $6,841-57.2% | $6,419-54.4% | $4,299-32.0% |
| Participant deferral / active EE | $7,385 | $9,865-25.1% | $9,331-20.9% | $6,507+13.5% |
| Admin fee / account holder | $115 | $17,692-99.3% | $16,305-99.3% | $12,624-99.1% |