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 7-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 | $70,050 | $148,534-52.8% | $135,903-48.5% | $139,434-49.8% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 23.39% | 79.19%-55.8pp | 68.23%-44.8pp | 372.94%-349.5pp |
| Employer contribution / active EE | $4,202 | $5,243-19.9% | $4,856-13.5% | $4,751-11.5% |
| Participant deferral / active EE | $4,797 | $8,100-40.8% | $7,758-38.2% | $6,710-28.5% |
| Admin fee / account holder | $134 | $12,400-98.9% | $10,762-98.8% | $11,403-98.8% |