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 8-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 | $92,669 | $159,602-41.9% | $150,045-38.2% | $142,382-34.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.56% | 70.24%-57.7pp | 62.55%-50.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,038 | $4,961-58.9% | $4,693-56.6% | $4,299-52.6% |
| Participant deferral / active EE | $2,689 | $8,310-67.6% | $7,997-66.4% | $6,507-58.7% |
| Admin fee / account holder | $209 | $14,846-98.6% | $13,435-98.4% | $12,624-98.3% |