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 | $73,511 | $183,519-59.9% | $155,509-52.7% | $145,922-49.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 15.43% | 61.17%-45.7pp | 64.67%-49.2pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,568 | $5,313-70.5% | $4,672-66.5% | $4,660-66.4% |
| Participant deferral / active EE | $6,137 | $6,462-5.0% | $5,626+9.1% | $6,688-8.2% |
| Admin fee / account holder | $40 | $19,313-99.8% | $15,912-99.7% | $13,397-99.7% |