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 | $104,944 | $159,602-34.2% | $150,045-30.1% | $142,382-26.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 20.97% | 70.24%-49.3pp | 62.55%-41.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $4,083 | $4,961-17.7% | $4,693-13.0% | $4,299-5.0% |
| Participant deferral / active EE | $10,758 | $8,310+29.5% | $7,997+34.5% | $6,507+65.3% |
| Admin fee / account holder | $124 | $14,846-99.2% | $13,435-99.1% | $12,624-99.0% |