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 10-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 | $82,764 | $165,335-49.9% | $149,696-44.7% | $158,922-47.9% |
| Participation rate | 76.9% | 84.6%-7.6pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 27.93% | 348.15%-320.2pp | 276.60%-248.7pp | 302.83%-274.9pp |
| Employer contribution / active EE | $4,314 | $5,103-15.5% | $4,644-7.1% | $4,761-9.4% |
| Participant deferral / active EE | $7,600 | $7,181+5.8% | $6,842+11.1% | $5,982+27.1% |
| Admin fee / account holder | $5 | $10,807-100.0% | $9,309-99.9% | $11,246-100.0% |