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 | $76,842 | $157,256-51.1% | $141,162-45.6% | $152,861-49.7% |
| Participation rate | 82.6% | 84.8%-2.2pp | 82.5%+0.1pp | 82.4%+0.2pp |
| Annual return | 21.39% | 64.32%-42.9pp | 71.39%-50.0pp | 345.32%-323.9pp |
| Employer contribution / active EE | $2,425 | $5,261-53.9% | $4,735-48.8% | $4,762-49.1% |
| Participant deferral / active EE | $7,135 | $7,109+0.4% | $6,709+6.4% | $5,850+22.0% |
| Admin fee / account holder | $195 | $12,120-98.4% | $10,261-98.1% | $11,596-98.3% |