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 | $75,837 | $106,584-28.8% | $101,326-25.2% | $142,382-46.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 23.22% | 36.93%-13.7pp | 36.82%-13.6pp | 217.08%-193.9pp |
| Employer contribution / active EE | $5,451 | $3,956+37.8% | $3,665+48.7% | $4,299+26.8% |
| Participant deferral / active EE | $14,962 | $8,297+80.3% | $7,994+87.2% | $6,507+129.9% |
| Admin fee / account holder | $75 | $11,446-99.3% | $11,185-99.3% | $12,624-99.4% |