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 8-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 | $159,373 | $177,572-10.2% | $154,803+3.0% | $142,382+11.9% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.1%+15.7pp | 80.1%+13.6pp |
| Annual return | 14.48% | 65.07%-50.6pp | 58.88%-44.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,295 | $4,810-52.3% | $4,305-46.7% | $4,299-46.6% |
| Participant deferral / active EE | $5,143 | $6,272-18.0% | $5,540-7.2% | $6,507-21.0% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |