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 | $213,632 | $104,974+103.5% | $95,585+123.5% | $142,382+50.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.03% | 210.33%-194.3pp | 38.56%-22.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,886 | $2,779-32.1% | $2,527-25.4% | $4,299-56.1% |
| Participant deferral / active EE | $6,493 | $4,352+49.2% | $4,023+61.4% | $6,507-0.2% |
| Admin fee / account holder | $20 | $6,386-99.7% | $6,127-99.7% | $12,624-99.8% |