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 | $159,698 | $54,705+191.9% | $71,209+124.3% | $84,808+88.3% |
| Participation rate | 75.4% | 64.1%+11.3pp | 73.8%+1.6pp | 68.3%+7.1pp |
| Annual return | 16.08% | 35.90%-19.8pp | 282.51%-266.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,116 | $2,158-1.9% | $2,721-22.2% | $2,631-19.6% |
| Participant deferral / active EE | $4,634 | $3,030+52.9% | $4,175+11.0% | $4,212+10.0% |
| Admin fee / account holder | $147 | $4,863-97.0% | $5,349-97.3% | $7,344-98.0% |