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 5-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 | $69,049 | $183,519-62.4% | $155,509-55.6% | $145,922-52.7% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 27.25% | 61.17%-33.9pp | 64.67%-37.4pp | 561.29%-534.0pp |
| Employer contribution / active EE | $10,853 | $5,313+104.3% | $4,672+132.3% | $4,660+132.9% |
| Participant deferral / active EE | $9,666 | $6,462+49.6% | $5,626+71.8% | $6,688+44.5% |
| Admin fee / account holder | $13 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |