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 3-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 | $83,184 | $159,602-47.9% | $150,045-44.6% | $142,382-41.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 20.77% | 70.24%-49.5pp | 62.55%-41.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,791 | $4,961-63.9% | $4,693-61.8% | $4,299-58.3% |
| Participant deferral / active EE | $17,625 | $8,310+112.1% | $7,997+120.4% | $6,507+170.9% |
| Admin fee / account holder | $99 | $14,846-99.3% | $13,435-99.3% | $12,624-99.2% |