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 | $52,957 | $148,534-64.3% | $135,903-61.0% | $139,434-62.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 29.10% | 79.19%-50.1pp | 68.23%-39.1pp | 372.94%-343.8pp |
| Employer contribution / active EE | $10,770 | $5,243+105.4% | $4,856+121.8% | $4,751+126.7% |
| Participant deferral / active EE | $22,874 | $8,100+182.4% | $7,758+194.9% | $6,710+240.9% |
| Admin fee / account holder | $172 | $12,400-98.6% | $10,762-98.4% | $11,403-98.5% |