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 | $126,094 | $159,602-21.0% | $150,045-16.0% | $142,382-11.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 18.89% | 70.24%-51.4pp | 62.55%-43.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,705 | $4,961-25.3% | $4,693-21.1% | $4,299-13.8% |
| Participant deferral / active EE | $6,335 | $8,310-23.8% | $7,997-20.8% | $6,507-2.6% |
| Admin fee / account holder | $139 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |