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 8-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 | $75,520 | $175,202-56.9% | $149,673-49.5% | $139,434-45.8% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 19.78% | 166.71%-146.9pp | 134.42%-114.6pp | 372.94%-353.2pp |
| Employer contribution / active EE | $2,151 | $5,474-60.7% | $4,818-55.4% | $4,751-54.7% |
| Participant deferral / active EE | $9,553 | $6,519+46.5% | $5,680+68.2% | $6,710+42.4% |
| Admin fee / account holder | $80 | $16,150-99.5% | $13,210-99.4% | $11,403-99.3% |