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 | $74,350 | $159,602-53.4% | $150,045-50.4% | $142,382-47.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 25.73% | 70.24%-44.5pp | 62.55%-36.8pp | 217.08%-191.3pp |
| Employer contribution / active EE | $6,376 | $4,961+28.5% | $4,693+35.9% | $4,299+48.3% |
| Participant deferral / active EE | $14,022 | $8,310+68.7% | $7,997+75.3% | $6,507+115.5% |
| Admin fee / account holder | $10 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |