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 9-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 | $75,055 | $179,726-58.2% | $156,263-52.0% | $142,382-47.3% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 17.18% | 77.86%-60.7pp | 59.47%-42.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,071 | $5,069-59.1% | $4,333-52.2% | $4,299-51.8% |
| Participant deferral / active EE | $8,714 | $6,956+25.3% | $6,158+41.5% | $6,507+33.9% |
| Admin fee / account holder | $232 | $17,272-98.7% | $14,255-98.4% | $12,624-98.2% |