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 | $119,404 | $118,427+0.8% | $66,042+80.8% | $142,382-16.1% |
| Participation rate | 71.4% | 68.1%+3.3pp | 67.5%+3.9pp | 80.1%-8.7pp |
| Annual return | 18.14% | 35.57%-17.4pp | 52.11%-34.0pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,982 | $2,570-22.9% | $1,579+25.5% | $4,299-53.9% |
| Participant deferral / active EE | $2,023 | $4,311-53.1% | $2,835-28.7% | $6,507-68.9% |
| Admin fee / account holder | $275 | $9,593-97.1% | $5,747-95.2% | $12,624-97.8% |