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 4-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 | $89,862 | $95,266-5.7% | $82,389+9.1% | $142,382-36.9% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.5%+13.8pp | 80.1%+3.2pp |
| Annual return | 16.45% | 25.74%-9.3pp | 28.67%-12.2pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,511 | $2,991+17.4% | $2,517+39.5% | $4,299-18.3% |
| Participant deferral / active EE | $11,308 | $4,809+135.2% | $4,155+172.2% | $6,507+73.8% |
| Admin fee / account holder | $20 | $8,563-99.8% | $7,231-99.7% | $12,624-99.8% |