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 6-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 | $131,428 | $95,266+38.0% | $82,389+59.5% | $142,382-7.7% |
| Participation rate | 84.2% | 74.5%+9.7pp | 69.5%+14.7pp | 80.1%+4.1pp |
| Annual return | 13.69% | 25.74%-12.0pp | 28.67%-15.0pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,943 | $2,991-35.1% | $2,517-22.8% | $4,299-54.8% |
| Participant deferral / active EE | $5,760 | $4,809+19.8% | $4,155+38.7% | $6,507-11.5% |
| Admin fee / account holder | $66 | $8,563-99.2% | $7,231-99.1% | $12,624-99.5% |