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 | $66,626 | $159,602-58.3% | $150,045-55.6% | $142,382-53.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 57.06% | 70.24%-13.2pp | 62.55%-5.5pp | 217.08%-160.0pp |
| Employer contribution / active EE | $4,545 | $4,961-8.4% | $4,693-3.1% | $4,299+5.7% |
| Participant deferral / active EE | $8,959 | $8,310+7.8% | $7,997+12.0% | $6,507+37.7% |
| Admin fee / account holder | $123 | $14,846-99.2% | $13,435-99.1% | $12,624-99.0% |