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 | $67,715 | $114,381-40.8% | $107,525-37.0% | $142,382-52.4% |
| Participation rate | 76.5% | 78.1%-1.7pp | 75.1%+1.4pp | 80.1%-3.6pp |
| Annual return | 15.87% | 242.71%-226.8pp | 181.32%-165.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $4,407 | $4,015+9.8% | $3,754+17.4% | $4,299+2.5% |
| Participant deferral / active EE | $7,616 | $5,564+36.9% | $5,116+48.9% | $6,507+17.0% |
| Admin fee / account holder | $107 | $9,860-98.9% | $8,919-98.8% | $12,624-99.2% |