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 | $65,556 | $177,572-63.1% | $154,803-57.7% | $142,382-54.0% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 28.42% | 65.07%-36.7pp | 58.88%-30.5pp | 217.08%-188.7pp |
| Employer contribution / active EE | $12,377 | $4,810+157.3% | $4,305+187.5% | $4,299+187.9% |
| Participant deferral / active EE | $9,005 | $6,272+43.6% | $5,540+62.5% | $6,507+38.4% |
| Admin fee / account holder | $278 | $16,786-98.3% | $14,329-98.1% | $12,624-97.8% |