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 | $96,658 | $77,813+24.2% | $123,544-21.8% | $64,186+50.6% |
| Participation rate | 82.2% | 74.7%+7.5pp | 82.3%-0.1pp | 69.6%+12.7pp |
| Annual return | 4.35% | 12.48%-8.1pp | 119.20%-114.8pp | 7.63%-3.3pp |
| Employer contribution / active EE | $3,403 | $3,014+12.9% | $4,628-26.5% | $2,381+43.0% |
| Participant deferral / active EE | $9,461 | $5,240+80.6% | $6,426+47.2% | $3,470+172.7% |
| Admin fee / account holder | $9 | $5,519-99.8% | $9,284-99.9% | $4,888-99.8% |