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 | $97,683 | $177,572-45.0% | $154,803-36.9% | $142,382-31.4% |
| Participation rate | 81.3% | 82.1%-0.8pp | 78.1%+3.2pp | 80.1%+1.1pp |
| Annual return | 14.69% | 65.07%-50.4pp | 58.88%-44.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,304 | $4,810-52.1% | $4,305-46.5% | $4,299-46.4% |
| Participant deferral / active EE | $5,120 | $6,272-18.4% | $5,540-7.6% | $6,507-21.3% |
| Admin fee / account holder | $121 | $16,786-99.3% | $14,329-99.2% | $12,624-99.0% |