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 6-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 | $82,181 | $177,572-53.7% | $154,803-46.9% | $142,382-42.3% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 21.06% | 65.07%-44.0pp | 58.88%-37.8pp | 217.08%-196.0pp |
| Employer contribution / active EE | $2,799 | $4,810-41.8% | $4,305-35.0% | $4,299-34.9% |
| Participant deferral / active EE | $5,858 | $6,272-6.6% | $5,540+5.7% | $6,507-10.0% |
| Admin fee / account holder | $259 | $16,786-98.5% | $14,329-98.2% | $12,624-97.9% |