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 | $117,311 | $177,572-33.9% | $154,803-24.2% | $142,382-17.6% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 28.53% | 65.07%-36.5pp | 58.88%-30.3pp | 217.08%-188.5pp |
| Employer contribution / active EE | $4,803 | $4,810-0.2% | $4,305+11.6% | $4,299+11.7% |
| Participant deferral / active EE | $10,767 | $6,272+71.7% | $5,540+94.3% | $6,507+65.5% |
| Admin fee / account holder | $117 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |