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 8-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 | $63,501 | $198,466-68.0% | $170,442-62.7% | $147,584-57.0% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 16.10% | 257.29%-241.2pp | 205.93%-189.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $1,882 | $6,184-69.6% | $5,433-65.4% | $4,876-61.4% |
| Participant deferral / active EE | $5,645 | $5,629+0.3% | $4,939+14.3% | $5,439+3.8% |
| Admin fee / account holder | $211 | $16,852-98.7% | $13,880-98.5% | $10,885-98.1% |