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 7-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 | $64,818 | $148,534-56.4% | $135,903-52.3% | $139,434-53.5% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 17.09% | 79.19%-62.1pp | 68.23%-51.1pp | 372.94%-355.9pp |
| Employer contribution / active EE | $6,629 | $5,243+26.4% | $4,856+36.5% | $4,751+39.5% |
| Participant deferral / active EE | $11,960 | $8,100+47.6% | $7,758+54.2% | $6,710+78.2% |
| Admin fee / account holder | $91 | $12,400-99.3% | $10,762-99.2% | $11,403-99.2% |