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 | $77,388 | $201,272-61.6% | $184,203-58.0% | $145,922-47.0% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 11.28% | 29.00%-17.7pp | 28.81%-17.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $6,002 | $7,022-14.5% | $6,427-6.6% | $4,660+28.8% |
| Participant deferral / active EE | $7,663 | $9,806-21.9% | $9,131-16.1% | $6,688+14.6% |
| Admin fee / account holder | $55 | $16,364-99.7% | $13,901-99.6% | $13,397-99.6% |