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 3-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 | $67,769 | $114,381-40.8% | $107,525-37.0% | $142,382-52.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 20.63% | 242.71%-222.1pp | 181.32%-160.7pp | 217.08%-196.4pp |
| Employer contribution / active EE | $4,465 | $4,015+11.2% | $3,754+18.9% | $4,299+3.8% |
| Participant deferral / active EE | $8,264 | $5,564+48.5% | $5,116+61.5% | $6,507+27.0% |
| Admin fee / account holder | $216 | $9,860-97.8% | $8,919-97.6% | $12,624-98.3% |