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 | $56,780 | $107,452-47.2% | $91,541-38.0% | $142,382-60.1% |
| Participation rate | 90.0% | 75.1%+14.9pp | 69.8%+20.2pp | 80.1%+9.9pp |
| Annual return | 14.19% | 22.06%-7.9pp | 20.50%-6.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,272 | $2,994-24.1% | $2,505-9.3% | $4,299-47.2% |
| Participant deferral / active EE | $9,744 | $4,754+105.0% | $4,008+143.1% | $6,507+49.7% |
| Admin fee / account holder | $107 | $8,834-98.8% | $6,956-98.5% | $12,624-99.2% |