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 | $72,082 | $214,378-66.4% | $200,582-64.1% | $142,382-49.4% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 16.79% | 46.41%-29.6pp | 42.33%-25.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,602 | $6,841-76.6% | $6,419-75.0% | $4,299-62.7% |
| Participant deferral / active EE | $6,948 | $9,865-29.6% | $9,331-25.5% | $6,507+6.8% |
| Admin fee / account holder | $257 | $17,692-98.5% | $16,305-98.4% | $12,624-98.0% |