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 7-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 | $69,223 | $106,584-35.1% | $101,326-31.7% | $142,382-51.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 18.07% | 36.93%-18.9pp | 36.82%-18.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,565 | $3,956-35.2% | $3,665-30.0% | $4,299-40.3% |
| Participant deferral / active EE | $5,206 | $8,297-37.3% | $7,994-34.9% | $6,507-20.0% |
| Admin fee / account holder | $143 | $11,446-98.8% | $11,185-98.7% | $12,624-98.9% |