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 3-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 | $192,220 | $111,754+72.0% | $103,333+86.0% | $145,922+31.7% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 13.95% | 24.77%-10.8pp | 24.88%-10.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,201 | $4,212-71.5% | $3,868-68.9% | $4,660-74.2% |
| Participant deferral / active EE | $5,478 | $5,619-2.5% | $5,057+8.3% | $6,688-18.1% |
| Admin fee / account holder | $130 | $9,750-98.7% | $8,355-98.4% | $13,397-99.0% |