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 4-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 | $83,078 | $106,584-22.1% | $101,326-18.0% | $142,382-41.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 20.44% | 36.93%-16.5pp | 36.82%-16.4pp | 217.08%-196.6pp |
| Employer contribution / active EE | $4,650 | $3,956+17.5% | $3,665+26.9% | $4,299+8.2% |
| Participant deferral / active EE | $9,307 | $8,297+12.2% | $7,994+16.4% | $6,507+43.0% |
| Admin fee / account holder | $183 | $11,446-98.4% | $11,185-98.4% | $12,624-98.6% |