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 | $75,340 | $183,519-58.9% | $155,509-51.6% | $145,922-48.4% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 16.72% | 61.17%-44.4pp | 64.67%-47.9pp | 561.29%-544.6pp |
| Employer contribution / active EE | $3,169 | $5,313-40.3% | $4,672-32.2% | $4,660-32.0% |
| Participant deferral / active EE | $6,444 | $6,462-0.3% | $5,626+14.5% | $6,688-3.6% |
| Admin fee / account holder | $16 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |