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 | $72,139 | $159,602-54.8% | $150,045-51.9% | $142,382-49.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 25.49% | 70.24%-44.8pp | 62.55%-37.1pp | 217.08%-191.6pp |
| Employer contribution / active EE | $7,409 | $4,961+49.3% | $4,693+57.9% | $4,299+72.3% |
| Participant deferral / active EE | $8,463 | $8,310+1.8% | $7,997+5.8% | $6,507+30.0% |
| Admin fee / account holder | $210 | $14,846-98.6% | $13,435-98.4% | $12,624-98.3% |