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 5-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 | $119,001 | $106,584+11.6% | $101,326+17.4% | $142,382-16.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.69% | 36.93%-16.2pp | 36.82%-16.1pp | 217.08%-196.4pp |
| Employer contribution / active EE | $3,164 | $3,956-20.0% | $3,665-13.7% | $4,299-26.4% |
| Participant deferral / active EE | $9,627 | $8,297+16.0% | $7,994+20.4% | $6,507+47.9% |
| Admin fee / account holder | $155 | $11,446-98.6% | $11,185-98.6% | $12,624-98.8% |