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 8-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 | $97,441 | $177,572-45.1% | $154,803-37.1% | $142,382-31.6% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 17.12% | 65.07%-47.9pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,230 | $4,810-53.6% | $4,305-48.2% | $4,299-48.1% |
| Participant deferral / active EE | $9,958 | $6,272+58.8% | $5,540+79.7% | $6,507+53.0% |
| Admin fee / account holder | $127 | $16,786-99.2% | $14,329-99.1% | $12,624-99.0% |