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 | $140,398 | $201,272-30.2% | $184,203-23.8% | $145,922-3.8% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 14.95% | 29.00%-14.1pp | 28.81%-13.9pp | 561.29%-546.3pp |
| Employer contribution / active EE | $2,187 | $7,022-68.9% | $6,427-66.0% | $4,660-53.1% |
| Participant deferral / active EE | $5,942 | $9,806-39.4% | $9,131-34.9% | $6,688-11.2% |
| Admin fee / account holder | $3 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |