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 | $53,833 | $94,625-43.1% | $116,228-53.7% | $84,808-36.5% |
| Participation rate | 75.8% | 70.4%+5.4pp | 74.6%+1.3pp | 68.3%+7.5pp |
| Annual return | 15.59% | 20.40%-4.8pp | 90.06%-74.5pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,967 | $2,347-16.2% | $2,994-34.3% | $2,631-25.2% |
| Participant deferral / active EE | $3,665 | $3,972-7.7% | $4,953-26.0% | $4,212-13.0% |
| Admin fee / account holder | $187 | $10,091-98.1% | $11,989-98.4% | $7,344-97.5% |