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 5-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 | $98,545 | $201,272-51.0% | $184,203-46.5% | $145,922-32.5% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 21.44% | 29.00%-7.6pp | 28.81%-7.4pp | 561.29%-539.8pp |
| Employer contribution / active EE | $7,444 | $7,022+6.0% | $6,427+15.8% | $4,660+59.8% |
| Participant deferral / active EE | $11,739 | $9,806+19.7% | $9,131+28.6% | $6,688+75.5% |
| Admin fee / account holder | $121 | $16,364-99.3% | $13,901-99.1% | $13,397-99.1% |