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 9-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 | $75,547 | $176,056-57.1% | $159,436-52.6% | $167,490-54.9% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 21.84% | 331.75%-309.9pp | 263.57%-241.7pp | 478.56%-456.7pp |
| Employer contribution / active EE | $1,244 | $5,297-76.5% | $4,829-74.2% | $4,837-74.3% |
| Participant deferral / active EE | $7,557 | $7,750-2.5% | $7,352+2.8% | $6,341+19.2% |
| Admin fee / account holder | $244 | $12,554-98.1% | $10,799-97.7% | $12,309-98.0% |