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 | $114,040 | $77,314+47.5% | $177,989-35.9% | $80,856+41.0% |
| Participation rate | 70.0% | 65.7%+4.3pp | 77.1%-7.1pp | 67.6%+2.4pp |
| Annual return | 15.32% | 18.09%-2.8pp | 294.48%-279.2pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,216 | $2,292-3.3% | $3,949-43.9% | $2,755-19.6% |
| Participant deferral / active EE | $4,494 | $4,411+1.9% | $6,276-28.4% | $4,296+4.6% |
| Admin fee / account holder | $131 | $7,191-98.2% | $10,363-98.7% | $6,918-98.1% |