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 | $94,551 | $177,572-46.8% | $154,803-38.9% | $142,382-33.6% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 20.71% | 65.07%-44.4pp | 58.88%-38.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,341 | $4,810-72.1% | $4,305-68.9% | $4,299-68.8% |
| Participant deferral / active EE | $7,030 | $6,272+12.1% | $5,540+26.9% | $6,507+8.0% |
| Admin fee / account holder | $274 | $16,786-98.4% | $14,329-98.1% | $12,624-97.8% |