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 | $78,877 | $148,534-46.9% | $135,903-42.0% | $139,434-43.4% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 21.94% | 79.19%-57.3pp | 68.23%-46.3pp | 372.94%-351.0pp |
| Employer contribution / active EE | $6,263 | $5,243+19.4% | $4,856+29.0% | $4,751+31.8% |
| Participant deferral / active EE | $12,502 | $8,100+54.3% | $7,758+61.2% | $6,710+86.3% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |