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 9-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 | $75,720 | $201,272-62.4% | $184,203-58.9% | $145,922-48.1% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 14.63% | 29.00%-14.4pp | 28.81%-14.2pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,754 | $7,022-60.8% | $6,427-57.2% | $4,660-40.9% |
| Participant deferral / active EE | $12,273 | $9,806+25.2% | $9,131+34.4% | $6,688+83.5% |
| Admin fee / account holder | $282 | $16,364-98.3% | $13,901-98.0% | $13,397-97.9% |