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 3-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 | $72,128 | $179,726-59.9% | $156,263-53.8% | $142,382-49.3% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 21.25% | 77.86%-56.6pp | 59.47%-38.2pp | 217.08%-195.8pp |
| Employer contribution / active EE | $6,173 | $5,069+21.8% | $4,333+42.5% | $4,299+43.6% |
| Participant deferral / active EE | $8,264 | $6,956+18.8% | $6,158+34.2% | $6,507+27.0% |
| Admin fee / account holder | $80 | $17,272-99.5% | $14,255-99.4% | $12,624-99.4% |