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 3-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 | $77,923 | $183,519-57.5% | $155,509-49.9% | $145,922-46.6% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 20.42% | 61.17%-40.7pp | 64.67%-44.2pp | 561.29%-540.9pp |
| Employer contribution / active EE | $1,845 | $5,313-65.3% | $4,672-60.5% | $4,660-60.4% |
| Participant deferral / active EE | $8,746 | $6,462+35.3% | $5,626+55.4% | $6,688+30.8% |
| Admin fee / account holder | $268 | $19,313-98.6% | $15,912-98.3% | $13,397-98.0% |