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 10-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 | $77,247 | $127,065-39.2% | $113,168-31.7% | $142,382-45.7% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 17.65% | 24.03%-6.4pp | 24.27%-6.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,164 | $3,442-8.1% | $2,975+6.4% | $4,299-26.4% |
| Participant deferral / active EE | $4,760 | $5,716-16.7% | $5,107-6.8% | $6,507-26.8% |
| Admin fee / account holder | $31 | $15,736-99.8% | $12,068-99.7% | $12,624-99.8% |