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 5-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 | $83,987 | $117,983-28.8% | $101,794-17.5% | $142,382-41.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 16.93% | 36.92%-20.0pp | 30.53%-13.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $975 | $2,773-64.8% | $2,289-57.4% | $4,299-77.3% |
| Participant deferral / active EE | $9,759 | $4,714+107.0% | $4,084+139.0% | $6,507+50.0% |
| Admin fee / account holder | $185 | $10,433-98.2% | $8,777-97.9% | $12,624-98.5% |