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 | $211,121 | $176,812+19.4% | $146,665+43.9% | $167,490+26.0% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 11.30% | 24.03%-12.7pp | 22.74%-11.4pp | 478.56%-467.3pp |
| Employer contribution / active EE | $3,222 | $5,160-37.6% | $4,136-22.1% | $4,837-33.4% |
| Participant deferral / active EE | $5,476 | $6,440-15.0% | $5,506-0.5% | $6,341-13.6% |
| Admin fee / account holder | $105 | $13,259-99.2% | $10,280-99.0% | $12,309-99.2% |