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 | $75,593 | $177,572-57.4% | $154,803-51.2% | $142,382-46.9% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.1%+16.4pp | 80.1%+14.3pp |
| Annual return | 18.84% | 65.07%-46.2pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $6,094 | $4,810+26.7% | $4,305+41.5% | $4,299+41.8% |
| Participant deferral / active EE | $3,819 | $6,272-39.1% | $5,540-31.1% | $6,507-41.3% |
| Admin fee / account holder | $270 | $16,786-98.4% | $14,329-98.1% | $12,624-97.9% |