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 | $103,452 | $201,272-48.6% | $184,203-43.8% | $145,922-29.1% |
| Participation rate | 81.3% | 87.5%-6.2pp | 86.8%-5.6pp | 80.3%+1.0pp |
| Annual return | 16.74% | 29.00%-12.3pp | 28.81%-12.1pp | 561.29%-544.5pp |
| Employer contribution / active EE | $6,215 | $7,022-11.5% | $6,427-3.3% | $4,660+33.4% |
| Participant deferral / active EE | $7,066 | $9,806-27.9% | $9,131-22.6% | $6,688+5.7% |
| Admin fee / account holder | $185 | $16,364-98.9% | $13,901-98.7% | $13,397-98.6% |