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 | $104,038 | $114,381-9.0% | $107,525-3.2% | $142,382-26.9% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 18.42% | 242.71%-224.3pp | 181.32%-162.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $6,859 | $4,015+70.8% | $3,754+82.7% | $4,299+59.5% |
| Participant deferral / active EE | $13,197 | $5,564+137.2% | $5,116+158.0% | $6,507+102.8% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |