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 | $141,674 | $214,378-33.9% | $200,582-29.4% | $142,382-0.5% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 21.08% | 46.41%-25.3pp | 42.33%-21.3pp | 217.08%-196.0pp |
| Employer contribution / active EE | $3,199 | $6,841-53.2% | $6,419-50.2% | $4,299-25.6% |
| Participant deferral / active EE | $12,223 | $9,865+23.9% | $9,331+31.0% | $6,507+87.8% |
| Admin fee / account holder | $18 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |