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 9-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 | $93,543 | $177,572-47.3% | $154,803-39.6% | $142,382-34.3% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 19.63% | 65.07%-45.4pp | 58.88%-39.3pp | 217.08%-197.4pp |
| Employer contribution / active EE | $5,478 | $4,810+13.9% | $4,305+27.2% | $4,299+27.4% |
| Participant deferral / active EE | $7,292 | $6,272+16.3% | $5,540+31.6% | $6,507+12.1% |
| Admin fee / account holder | $19 | $16,786-99.9% | $14,329-99.9% | $12,624-99.8% |