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 | $63,907 | $159,602-60.0% | $150,045-57.4% | $142,382-55.1% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 20.12% | 70.24%-50.1pp | 62.55%-42.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,103 | $4,961-57.6% | $4,693-55.2% | $4,299-51.1% |
| Participant deferral / active EE | $5,328 | $8,310-35.9% | $7,997-33.4% | $6,507-18.1% |
| Admin fee / account holder | $65 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |