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 8-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 | $151,761 | $177,572-14.5% | $154,803-2.0% | $142,382+6.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 28.24% | 65.07%-36.8pp | 58.88%-30.6pp | 217.08%-188.8pp |
| Employer contribution / active EE | $1,885 | $4,810-60.8% | $4,305-56.2% | $4,299-56.1% |
| Participant deferral / active EE | $9,321 | $6,272+48.6% | $5,540+68.2% | $6,507+43.2% |
| Admin fee / account holder | $292 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |