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 8-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 | $63,891 | $157,256-59.4% | $141,162-54.7% | $152,861-58.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 17.29% | 64.32%-47.0pp | 71.39%-54.1pp | 345.32%-328.0pp |
| Employer contribution / active EE | $12,418 | $5,261+136.0% | $4,735+162.3% | $4,762+160.8% |
| Participant deferral / active EE | $6,960 | $7,109-2.1% | $6,709+3.7% | $5,850+19.0% |
| Admin fee / account holder | $204 | $12,120-98.3% | $10,261-98.0% | $11,596-98.2% |