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 10-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 | $92,279 | $165,335-44.2% | $149,696-38.4% | $158,922-41.9% |
| Participation rate | 76.9% | 84.6%-7.6pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 15.72% | 348.15%-332.4pp | 276.60%-260.9pp | 302.83%-287.1pp |
| Employer contribution / active EE | $2,271 | $5,103-55.5% | $4,644-51.1% | $4,761-52.3% |
| Participant deferral / active EE | $6,053 | $7,181-15.7% | $6,842-11.5% | $5,982+1.2% |
| Admin fee / account holder | $164 | $10,807-98.5% | $9,309-98.2% | $11,246-98.5% |