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 | $107,923 | $163,101-33.8% | $136,749-21.1% | $142,382-24.2% |
| Participation rate | 83.3% | 78.2%+5.1pp | 72.1%+11.2pp | 80.1%+3.2pp |
| Annual return | 21.24% | 27.54%-6.3pp | 24.33%-3.1pp | 217.08%-195.8pp |
| Employer contribution / active EE | $5,288 | $4,117+28.5% | $3,400+55.6% | $4,299+23.0% |
| Participant deferral / active EE | $8,075 | $5,585+44.6% | $4,692+72.1% | $6,507+24.1% |
| Admin fee / account holder | $20 | $14,318-99.9% | $11,386-99.8% | $12,624-99.8% |