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 5-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 | $98,745 | $179,726-45.1% | $156,263-36.8% | $142,382-30.6% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 19.41% | 77.86%-58.4pp | 59.47%-40.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $6,984 | $5,069+37.8% | $4,333+61.2% | $4,299+62.5% |
| Participant deferral / active EE | $9,448 | $6,956+35.8% | $6,158+53.4% | $6,507+45.2% |
| Admin fee / account holder | $246 | $17,272-98.6% | $14,255-98.3% | $12,624-98.1% |