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 5-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 | $115,840 | $94,338+22.8% | $100,534+15.2% | $142,382-18.6% |
| Participation rate | 85.7% | 81.7%+4.0pp | 80.6%+5.1pp | 80.1%+5.6pp |
| Annual return | 18.31% | 29.20%-10.9pp | 32.66%-14.4pp | 217.08%-198.8pp |
| Employer contribution / active EE | $3,143 | $4,237-25.8% | $4,346-27.7% | $4,299-26.9% |
| Participant deferral / active EE | $3,143 | $5,934-47.0% | $6,144-48.8% | $6,507-51.7% |
| Admin fee / account holder | $252 | $8,421-97.0% | $7,654-96.7% | $12,624-98.0% |