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 | $61,007 | $165,984-63.2% | $164,813-63.0% | $145,922-58.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 13.85% | 100.03%-86.2pp | 69.93%-56.1pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,125 | $5,273-59.7% | $4,341-51.0% | $4,660-54.4% |
| Participant deferral / active EE | $7,224 | $6,959+3.8% | $6,031+19.8% | $6,688+8.0% |
| Admin fee / account holder | $202 | $16,648-98.8% | $12,690-98.4% | $13,397-98.5% |