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 4-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 | $90,726 | $177,572-48.9% | $154,803-41.4% | $142,382-36.3% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 19.31% | 65.07%-45.8pp | 58.88%-39.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $5,689 | $4,810+18.3% | $4,305+32.1% | $4,299+32.3% |
| Participant deferral / active EE | $18,516 | $6,272+195.2% | $5,540+234.2% | $6,507+184.5% |
| Admin fee / account holder | $104 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |