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 | $102,797 | $159,602-35.6% | $150,045-31.5% | $142,382-27.8% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 20.23% | 70.24%-50.0pp | 62.55%-42.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $5,822 | $4,961+17.4% | $4,693+24.1% | $4,299+35.4% |
| Participant deferral / active EE | $9,130 | $8,310+9.9% | $7,997+14.2% | $6,507+40.3% |
| Admin fee / account holder | $167 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |