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 6-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 | $78,499 | $183,519-57.2% | $155,509-49.5% | $145,922-46.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.37% | 61.17%-47.8pp | 64.67%-51.3pp | 561.29%-547.9pp |
| Employer contribution / active EE | $5,859 | $5,313+10.3% | $4,672+25.4% | $4,660+25.7% |
| Participant deferral / active EE | $9,765 | $6,462+51.1% | $5,626+73.6% | $6,688+46.0% |
| Admin fee / account holder | $40 | $19,313-99.8% | $15,912-99.7% | $13,397-99.7% |