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 5-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 | $51,246 | $117,983-56.6% | $101,794-49.7% | $142,382-64.0% |
| Participation rate | 89.5% | 74.2%+15.2pp | 69.2%+20.3pp | 80.1%+9.4pp |
| Annual return | 20.54% | 36.92%-16.4pp | 30.53%-10.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $4,986 | $2,773+79.8% | $2,289+117.8% | $4,299+16.0% |
| Participant deferral / active EE | $4,606 | $4,714-2.3% | $4,084+12.8% | $6,507-29.2% |
| Admin fee / account holder | $282 | $10,433-97.3% | $8,777-96.8% | $12,624-97.8% |