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 4-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 | $190,745 | $74,888+154.7% | $71,209+167.9% | $142,382+34.0% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 15.88% | 345.14%-329.3pp | 282.51%-266.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,263 | $2,854-20.7% | $2,721-16.8% | $4,299-47.4% |
| Participant deferral / active EE | $6,867 | $4,454+54.2% | $4,175+64.5% | $6,507+5.5% |
| Admin fee / account holder | $92 | $5,568-98.4% | $5,349-98.3% | $12,624-99.3% |