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 | $53,645 | $175,202-69.4% | $149,673-64.2% | $139,434-61.5% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 21.62% | 166.71%-145.1pp | 134.42%-112.8pp | 372.94%-351.3pp |
| Employer contribution / active EE | $8,529 | $5,474+55.8% | $4,818+77.0% | $4,751+79.5% |
| Participant deferral / active EE | $7,619 | $6,519+16.9% | $5,680+34.1% | $6,710+13.5% |
| Admin fee / account holder | $197 | $16,150-98.8% | $13,210-98.5% | $11,403-98.3% |