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 3-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 | $55,081 | $172,478-68.1% | $145,661-62.2% | $142,382-61.3% |
| Participation rate | 81.8% | 80.1%+1.7pp | 77.2%+4.6pp | 80.1%+1.7pp |
| Annual return | 19.94% | 151.09%-131.2pp | 101.46%-81.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $7,068 | $4,899+44.3% | $4,238+66.8% | $4,299+64.4% |
| Participant deferral / active EE | $6,220 | $8,348-25.5% | $7,198-13.6% | $6,507-4.4% |
| Admin fee / account holder | $0 | $16,864-100.0% | $12,466-100.0% | $12,624-100.0% |