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 10-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 | $67,361 | $159,602-57.8% | $150,045-55.1% | $142,382-52.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 19.15% | 70.24%-51.1pp | 62.55%-43.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,358 | $4,961-52.5% | $4,693-49.8% | $4,299-45.2% |
| Participant deferral / active EE | $5,649 | $8,310-32.0% | $7,997-29.4% | $6,507-13.2% |
| Admin fee / account holder | $3 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |