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 6-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 | $77,966 | $111,754-30.2% | $103,333-24.5% | $145,922-46.6% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 14.24% | 24.77%-10.5pp | 24.88%-10.6pp | 561.29%-547.0pp |
| Employer contribution / active EE | $4,973 | $4,212+18.1% | $3,868+28.6% | $4,660+6.7% |
| Participant deferral / active EE | $8,083 | $5,619+43.9% | $5,057+59.8% | $6,688+20.9% |
| Admin fee / account holder | $111 | $9,750-98.9% | $8,355-98.7% | $13,397-99.2% |