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 | $70,786 | $183,519-61.4% | $155,509-54.5% | $145,922-51.5% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 12.94% | 61.17%-48.2pp | 64.67%-51.7pp | 561.29%-548.3pp |
| Employer contribution / active EE | $3,384 | $5,313-36.3% | $4,672-27.6% | $4,660-27.4% |
| Participant deferral / active EE | $9,385 | $6,462+45.2% | $5,626+66.8% | $6,688+40.3% |
| Admin fee / account holder | $61 | $19,313-99.7% | $15,912-99.6% | $13,397-99.5% |