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 | $67,840 | $54,705+24.0% | $71,209-4.7% | $84,808-20.0% |
| Participation rate | 97.9% | 64.1%+33.8pp | 73.8%+24.1pp | 68.3%+29.6pp |
| Annual return | 15.48% | 35.90%-20.4pp | 282.51%-267.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $3,053 | $2,158+41.5% | $2,721+12.2% | $2,631+16.1% |
| Participant deferral / active EE | $2,993 | $3,030-1.2% | $4,175-28.3% | $4,212-28.9% |
| Admin fee / account holder | $188 | $4,863-96.1% | $5,349-96.5% | $7,344-97.4% |