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 8-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 | $72,359 | $105,931-31.7% | $81,930-11.7% | $158,922-54.5% |
| Participation rate | 81.8% | 75.6%+6.2pp | 72.0%+9.8pp | 82.0%-0.1pp |
| Annual return | 12.47% | 38.17%-25.7pp | 29.49%-17.0pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,526 | $7,800-80.4% | $4,310-64.6% | $4,761-68.0% |
| Participant deferral / active EE | $5,896 | $13,003-54.7% | $7,107-17.0% | $5,982-1.4% |
| Admin fee / account holder | $68 | $8,489-99.2% | $5,158-98.7% | $11,246-99.4% |