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 9-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 | $82,597 | $105,126-21.4% | $94,646-12.7% | $139,434-40.8% |
| Participation rate | 87.5% | 82.4%+5.1pp | 80.8%+6.7pp | 80.3%+7.2pp |
| Annual return | 20.21% | 38.03%-17.8pp | 156.71%-136.5pp | 372.94%-352.7pp |
| Employer contribution / active EE | $2,369 | $4,106-42.3% | $3,672-35.5% | $4,751-50.1% |
| Participant deferral / active EE | $7,709 | $7,599+1.4% | $7,418+3.9% | $6,710+14.9% |
| Admin fee / account holder | $67 | $8,984-99.3% | $7,231-99.1% | $11,403-99.4% |