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 9-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 | $61,536 | $157,256-60.9% | $141,162-56.4% | $152,861-59.7% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 28.70% | 64.32%-35.6pp | 71.39%-42.7pp | 345.32%-316.6pp |
| Employer contribution / active EE | $3,145 | $5,261-40.2% | $4,735-33.6% | $4,762-34.0% |
| Participant deferral / active EE | $7,881 | $7,109+10.9% | $6,709+17.5% | $5,850+34.7% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |