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 | $55,139 | $109,881-49.8% | $150,045-63.3% | $84,808-35.0% |
| Participation rate | 90.0% | 76.1%+13.9pp | 82.3%+7.7pp | 68.3%+21.7pp |
| Annual return | 52.83% | 28.25%+24.6pp | 62.55%-9.7pp | 40.90%+11.9pp |
| Employer contribution / active EE | $3,142 | $3,561-11.8% | $4,693-33.0% | $2,631+19.4% |
| Participant deferral / active EE | $8,963 | $6,636+35.1% | $7,997+12.1% | $4,212+112.8% |
| Admin fee / account holder | $51 | $8,568-99.4% | $13,435-99.6% | $7,344-99.3% |