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 | $66,902 | $105,126-36.4% | $94,646-29.3% | $139,434-52.0% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 26.37% | 38.03%-11.7pp | 156.71%-130.3pp | 372.94%-346.6pp |
| Employer contribution / active EE | $3,793 | $4,106-7.6% | $3,672+3.3% | $4,751-20.2% |
| Participant deferral / active EE | $8,579 | $7,599+12.9% | $7,418+15.6% | $6,710+27.8% |
| Admin fee / account holder | $102 | $8,984-98.9% | $7,231-98.6% | $11,403-99.1% |