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 | $64,451 | $209,411-69.2% | $178,490-63.9% | $158,922-59.4% |
| Participation rate | 70.0% | 86.3%-16.3pp | 81.9%-11.9pp | 82.0%-12.0pp |
| Annual return | 17.01% | 188.75%-171.7pp | 151.07%-134.1pp | 302.83%-285.8pp |
| Employer contribution / active EE | $5,138 | $5,706-10.0% | $5,011+2.5% | $4,761+7.9% |
| Participant deferral / active EE | $7,586 | $5,954+27.4% | $5,202+45.8% | $5,982+26.8% |
| Admin fee / account holder | $203 | $17,074-98.8% | $13,984-98.6% | $11,246-98.2% |