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 | $132,729 | $159,901-17.0% | $146,958-9.7% | $145,922-9.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 19.12% | 98.13%-79.0pp | 418.34%-399.2pp | 561.29%-542.2pp |
| Employer contribution / active EE | $2,320 | $5,286-56.1% | $4,933-53.0% | $4,660-50.2% |
| Participant deferral / active EE | $7,658 | $8,428-9.1% | $8,070-5.1% | $6,688+14.5% |
| Admin fee / account holder | $7 | $15,044-100.0% | $12,998-99.9% | $13,397-100.0% |