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 | $146,702 | $124,319+18.0% | $111,297+31.8% | $167,490-12.4% |
| Participation rate | 81.3% | 79.6%+1.6pp | 77.3%+3.9pp | 82.1%-0.9pp |
| Annual return | 14.00% | 37.44%-23.4pp | 54.65%-40.7pp | 478.56%-464.6pp |
| Employer contribution / active EE | $1,477 | $3,435-57.0% | $2,731-45.9% | $4,837-69.5% |
| Participant deferral / active EE | $6,680 | $5,180+28.9% | $4,487+48.9% | $6,341+5.3% |
| Admin fee / account holder | $64 | $10,618-99.4% | $7,964-99.2% | $12,309-99.5% |