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 3-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 | $162,185 | $214,378-24.3% | $200,582-19.1% | $142,382+13.9% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 17.91% | 46.41%-28.5pp | 42.33%-24.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,195 | $6,841-53.3% | $6,419-50.2% | $4,299-25.7% |
| Participant deferral / active EE | $6,927 | $9,865-29.8% | $9,331-25.8% | $6,507+6.4% |
| Admin fee / account holder | $158 | $17,692-99.1% | $16,305-99.0% | $12,624-98.7% |