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 | $158,559 | $74,888+111.7% | $71,209+122.7% | $142,382+11.4% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 19.55% | 345.14%-325.6pp | 282.51%-263.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,540 | $2,854-46.0% | $2,721-43.4% | $4,299-64.2% |
| Participant deferral / active EE | $14,094 | $4,454+216.4% | $4,175+237.6% | $6,507+116.6% |
| Admin fee / account holder | $169 | $5,568-97.0% | $5,349-96.8% | $12,624-98.7% |