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 | $103,558 | $177,572-41.7% | $154,803-33.1% | $142,382-27.3% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 21.88% | 65.07%-43.2pp | 58.88%-37.0pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,607 | $4,810-45.8% | $4,305-39.4% | $4,299-39.4% |
| Participant deferral / active EE | $6,161 | $6,272-1.8% | $5,540+11.2% | $6,507-5.3% |
| Admin fee / account holder | $18 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |