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 | $134,469 | $74,888+79.6% | $71,209+88.8% | $142,382-5.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 22.36% | 345.14%-322.8pp | 282.51%-260.2pp | 217.08%-194.7pp |
| Employer contribution / active EE | $3,847 | $2,854+34.8% | $2,721+41.4% | $4,299-10.5% |
| Participant deferral / active EE | $9,368 | $4,454+110.3% | $4,175+124.4% | $6,507+44.0% |
| Admin fee / account holder | $293 | $5,568-94.7% | $5,349-94.5% | $12,624-97.7% |