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 7-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 | $111,216 | $177,572-37.4% | $154,803-28.2% | $142,382-21.9% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 18.65% | 65.07%-46.4pp | 58.88%-40.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $9,675 | $4,810+101.1% | $4,305+124.7% | $4,299+125.0% |
| Participant deferral / active EE | $5,401 | $6,272-13.9% | $5,540-2.5% | $6,507-17.0% |
| Admin fee / account holder | $66 | $16,786-99.6% | $14,329-99.5% | $12,624-99.5% |