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 | $152,025 | $117,841+29.0% | $102,423+48.4% | $145,922+4.2% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 23.83% | 31.65%-7.8pp | 29.32%-5.5pp | 561.29%-537.5pp |
| Employer contribution / active EE | $2,267 | $3,615-37.3% | $3,023-25.0% | $4,660-51.3% |
| Participant deferral / active EE | $2,683 | $5,731-53.2% | $5,053-46.9% | $6,688-59.9% |
| Admin fee / account holder | $111 | $13,326-99.2% | $9,451-98.8% | $13,397-99.2% |