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 4-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 | $59,653 | $214,378-72.2% | $200,582-70.3% | $142,382-58.1% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 21.12% | 46.41%-25.3pp | 42.33%-21.2pp | 217.08%-196.0pp |
| Employer contribution / active EE | $7,405 | $6,841+8.2% | $6,419+15.4% | $4,299+72.2% |
| Participant deferral / active EE | $11,924 | $9,865+20.9% | $9,331+27.8% | $6,507+83.2% |
| Admin fee / account holder | $83 | $17,692-99.5% | $16,305-99.5% | $12,624-99.3% |