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 4-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 | $53,531 | $159,602-66.5% | $150,045-64.3% | $142,382-62.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 24.63% | 70.24%-45.6pp | 62.55%-37.9pp | 217.08%-192.4pp |
| Employer contribution / active EE | $5,506 | $4,961+11.0% | $4,693+17.3% | $4,299+28.1% |
| Participant deferral / active EE | $10,324 | $8,310+24.2% | $7,997+29.1% | $6,507+58.7% |
| Admin fee / account holder | $74 | $14,846-99.5% | $13,435-99.5% | $12,624-99.4% |