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 4-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 | $81,695 | $214,378-61.9% | $200,582-59.3% | $142,382-42.6% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 15.49% | 46.41%-30.9pp | 42.33%-26.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $9,973 | $6,841+45.8% | $6,419+55.4% | $4,299+132.0% |
| Participant deferral / active EE | $9,278 | $9,865-6.0% | $9,331-0.6% | $6,507+42.6% |
| Admin fee / account holder | $170 | $17,692-99.0% | $16,305-99.0% | $12,624-98.7% |