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 | $145,250 | $104,974+38.4% | $95,585+52.0% | $142,382+2.0% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 15.91% | 210.33%-194.4pp | 38.56%-22.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,319 | $2,779-52.5% | $2,527-47.8% | $4,299-69.3% |
| Participant deferral / active EE | $11,739 | $4,352+169.8% | $4,023+191.8% | $6,507+80.4% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |