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 6-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 | $72,998 | $94,338-22.6% | $100,534-27.4% | $142,382-48.7% |
| Participation rate | 84.6% | 81.7%+2.9pp | 80.6%+4.0pp | 80.1%+4.5pp |
| Annual return | 21.52% | 29.20%-7.7pp | 32.66%-11.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $3,562 | $4,237-15.9% | $4,346-18.0% | $4,299-17.1% |
| Participant deferral / active EE | $6,163 | $5,934+3.8% | $6,144+0.3% | $6,507-5.3% |
| Admin fee / account holder | $0 | $8,421-100.0% | $7,654-100.0% | $12,624-100.0% |