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 10-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 | $79,044 | $209,411-62.3% | $178,490-55.7% | $158,922-50.3% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 12.32% | 188.75%-176.4pp | 151.07%-138.7pp | 302.83%-290.5pp |
| Employer contribution / active EE | $1,340 | $5,706-76.5% | $5,011-73.3% | $4,761-71.9% |
| Participant deferral / active EE | $6,187 | $5,954+3.9% | $5,202+18.9% | $5,982+3.4% |
| Admin fee / account holder | $228 | $17,074-98.7% | $13,984-98.4% | $11,246-98.0% |