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 | $97,115 | $159,602-39.2% | $150,045-35.3% | $142,382-31.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 23.21% | 70.24%-47.0pp | 62.55%-39.3pp | 217.08%-193.9pp |
| Employer contribution / active EE | $5,619 | $4,961+13.3% | $4,693+19.7% | $4,299+30.7% |
| Participant deferral / active EE | $14,410 | $8,310+73.4% | $7,997+80.2% | $6,507+121.5% |
| Admin fee / account holder | $96 | $14,846-99.4% | $13,435-99.3% | $12,624-99.2% |