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 8-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 | $67,865 | $107,452-36.8% | $91,541-25.9% | $142,382-52.3% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.8%+13.6pp | 80.1%+3.2pp |
| Annual return | 19.07% | 22.06%-3.0pp | 20.50%-1.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,303 | $2,994-23.1% | $2,505-8.0% | $4,299-46.4% |
| Participant deferral / active EE | $5,611 | $4,754+18.0% | $4,008+40.0% | $6,507-13.8% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |