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 | $67,294 | $148,534-54.7% | $135,903-50.5% | $139,434-51.7% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 21.70% | 79.19%-57.5pp | 68.23%-46.5pp | 372.94%-351.2pp |
| Employer contribution / active EE | $4,771 | $5,243-9.0% | $4,856-1.7% | $4,751+0.4% |
| Participant deferral / active EE | $9,551 | $8,100+17.9% | $7,758+23.1% | $6,710+42.3% |
| Admin fee / account holder | $104 | $12,400-99.2% | $10,762-99.0% | $11,403-99.1% |