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 6-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 | $87,428 | $106,584-18.0% | $101,326-13.7% | $142,382-38.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 22.03% | 36.93%-14.9pp | 36.82%-14.8pp | 217.08%-195.0pp |
| Employer contribution / active EE | $5,797 | $3,956+46.5% | $3,665+58.2% | $4,299+34.8% |
| Participant deferral / active EE | $12,626 | $8,297+52.2% | $7,994+57.9% | $6,507+94.0% |
| Admin fee / account holder | $165 | $11,446-98.6% | $11,185-98.5% | $12,624-98.7% |