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 9-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 | $147,089 | $77,813+89.0% | $123,544+19.1% | $64,186+129.2% |
| Participation rate | 83.7% | 74.7%+9.0pp | 82.3%+1.4pp | 69.6%+14.1pp |
| Annual return | 0.56% | 12.48%-11.9pp | 119.20%-118.6pp | 7.63%-7.1pp |
| Employer contribution / active EE | $4,440 | $3,014+47.3% | $4,628-4.1% | $2,381+86.5% |
| Participant deferral / active EE | $7,744 | $5,240+47.8% | $6,426+20.5% | $3,470+123.2% |
| Admin fee / account holder | $3 | $5,519-99.9% | $9,284-100.0% | $4,888-99.9% |