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 8-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 | $109,458 | $175,202-37.5% | $149,673-26.9% | $139,434-21.5% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 19.63% | 166.71%-147.1pp | 134.42%-114.8pp | 372.94%-353.3pp |
| Employer contribution / active EE | $6,341 | $5,474+15.8% | $4,818+31.6% | $4,751+33.5% |
| Participant deferral / active EE | $5,786 | $6,519-11.2% | $5,680+1.9% | $6,710-13.8% |
| Admin fee / account holder | $271 | $16,150-98.3% | $13,210-98.0% | $11,403-97.6% |