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 6-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 | $123,948 | $74,888+65.5% | $71,209+74.1% | $142,382-12.9% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.8%+4.0pp | 80.1%-2.3pp |
| Annual return | 18.29% | 345.14%-326.9pp | 282.51%-264.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $3,537 | $2,854+23.9% | $2,721+30.0% | $4,299-17.7% |
| Participant deferral / active EE | $9,394 | $4,454+110.9% | $4,175+125.0% | $6,507+44.4% |
| Admin fee / account holder | $265 | $5,568-95.2% | $5,349-95.1% | $12,624-97.9% |