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 | $75,749 | $101,069-25.1% | $81,478-7.0% | $147,584-48.7% |
| Participation rate | 83.3% | 74.5%+8.9pp | 68.0%+15.4pp | 82.8%+0.5pp |
| Annual return | 14.68% | 32.40%-17.7pp | 38.78%-24.1pp | 578.55%-563.9pp |
| Employer contribution / active EE | $4,141 | $3,205+29.2% | $2,568+61.3% | $4,876-15.1% |
| Participant deferral / active EE | $1,639 | $4,242-61.4% | $3,537-53.6% | $5,439-69.9% |
| Admin fee / account holder | $173 | $5,812-97.0% | $4,561-96.2% | $10,885-98.4% |