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 5-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 | $59,862 | $127,065-52.9% | $113,168-47.1% | $142,382-58.0% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 20.98% | 24.03%-3.0pp | 24.27%-3.3pp | 217.08%-196.1pp |
| Employer contribution / active EE | $6,538 | $3,442+89.9% | $2,975+119.7% | $4,299+52.1% |
| Participant deferral / active EE | $16,440 | $5,716+187.6% | $5,107+221.9% | $6,507+152.6% |
| Admin fee / account holder | $101 | $15,736-99.4% | $12,068-99.2% | $12,624-99.2% |