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 3-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 | $55,025 | $114,381-51.9% | $107,525-48.8% | $142,382-61.4% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 14.79% | 242.71%-227.9pp | 181.32%-166.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,230 | $4,015-69.4% | $3,754-67.2% | $4,299-71.4% |
| Participant deferral / active EE | $2,322 | $5,564-58.3% | $5,116-54.6% | $6,507-64.3% |
| Admin fee / account holder | $204 | $9,860-97.9% | $8,919-97.7% | $12,624-98.4% |