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 | $77,690 | $214,378-63.8% | $200,582-61.3% | $142,382-45.4% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 24.26% | 46.41%-22.1pp | 42.33%-18.1pp | 217.08%-192.8pp |
| Employer contribution / active EE | $10,051 | $6,841+46.9% | $6,419+56.6% | $4,299+133.8% |
| Participant deferral / active EE | $15,908 | $9,865+61.3% | $9,331+70.5% | $6,507+144.5% |
| Admin fee / account holder | $81 | $17,692-99.5% | $16,305-99.5% | $12,624-99.4% |