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 7-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 | $69,928 | $117,983-40.7% | $101,794-31.3% | $142,382-50.9% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.2%+21.7pp | 80.1%+10.8pp |
| Annual return | 18.83% | 36.92%-18.1pp | 30.53%-11.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,086 | $2,773+11.3% | $2,289+34.8% | $4,299-28.2% |
| Participant deferral / active EE | $5,646 | $4,714+19.8% | $4,084+38.3% | $6,507-13.2% |
| Admin fee / account holder | $171 | $10,433-98.4% | $8,777-98.0% | $12,624-98.6% |