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 | $87,469 | $106,515-17.9% | $96,683-9.5% | $139,434-37.3% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 19.83% | 38.43%-18.6pp | 35.69%-15.9pp | 372.94%-353.1pp |
| Employer contribution / active EE | $2,943 | $4,103-28.3% | $3,737-21.2% | $4,751-38.1% |
| Participant deferral / active EE | $9,598 | $5,454+76.0% | $4,878+96.8% | $6,710+43.0% |
| Admin fee / account holder | $20 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |