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 9-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 | $93,926 | $127,065-26.1% | $113,168-17.0% | $142,382-34.0% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 19.13% | 24.03%-4.9pp | 24.27%-5.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,944 | $3,442-43.5% | $2,975-34.7% | $4,299-54.8% |
| Participant deferral / active EE | $2,544 | $5,716-55.5% | $5,107-50.2% | $6,507-60.9% |
| Admin fee / account holder | $83 | $15,736-99.5% | $12,068-99.3% | $12,624-99.3% |