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 6-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 | $146,248 | $214,378-31.8% | $200,582-27.1% | $142,382+2.7% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 20.25% | 46.41%-26.2pp | 42.33%-22.1pp | 217.08%-196.8pp |
| Employer contribution / active EE | $3,175 | $6,841-53.6% | $6,419-50.5% | $4,299-26.2% |
| Participant deferral / active EE | $4,746 | $9,865-51.9% | $9,331-49.1% | $6,507-27.1% |
| Admin fee / account holder | $87 | $17,692-99.5% | $16,305-99.5% | $12,624-99.3% |