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 | $88,521 | $214,378-58.7% | $200,582-55.9% | $142,382-37.8% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 22.10% | 46.41%-24.3pp | 42.33%-20.2pp | 217.08%-195.0pp |
| Employer contribution / active EE | $5,388 | $6,841-21.3% | $6,419-16.1% | $4,299+25.3% |
| Participant deferral / active EE | $9,623 | $9,865-2.5% | $9,331+3.1% | $6,507+47.9% |
| Admin fee / account holder | $187 | $17,692-98.9% | $16,305-98.9% | $12,624-98.5% |