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 | $105,086 | $104,974+0.1% | $95,585+9.9% | $142,382-26.2% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 16.79% | 210.33%-193.5pp | 38.56%-21.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,457 | $2,779-47.6% | $2,527-42.4% | $4,299-66.1% |
| Participant deferral / active EE | $8,526 | $4,352+95.9% | $4,023+112.0% | $6,507+31.0% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |