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 | $194,410 | $214,378-9.3% | $200,582-3.1% | $142,382+36.5% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 15.76% | 46.41%-30.6pp | 42.33%-26.6pp | 217.08%-201.3pp |
| Employer contribution / active EE | $13,420 | $6,841+96.2% | $6,419+109.1% | $4,299+212.2% |
| Participant deferral / active EE | $12,978 | $9,865+31.6% | $9,331+39.1% | $6,507+99.4% |
| Admin fee / account holder | $281 | $17,692-98.4% | $16,305-98.3% | $12,624-97.8% |