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 6-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 | $77,944 | $104,974-25.7% | $95,585-18.5% | $142,382-45.3% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.1%+17.9pp | 80.1%+9.9pp |
| Annual return | 19.16% | 210.33%-191.2pp | 38.56%-19.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,829 | $2,779+37.8% | $2,527+51.6% | $4,299-10.9% |
| Participant deferral / active EE | $9,991 | $4,352+129.6% | $4,023+148.4% | $6,507+53.5% |
| Admin fee / account holder | $86 | $6,386-98.7% | $6,127-98.6% | $12,624-99.3% |