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 5-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 | $57,282 | $117,983-51.4% | $101,794-43.7% | $142,382-59.8% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 18.05% | 36.92%-18.9pp | 30.53%-12.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $3,270 | $2,773+17.9% | $2,289+42.9% | $4,299-23.9% |
| Participant deferral / active EE | $6,156 | $4,714+30.6% | $4,084+50.7% | $6,507-5.4% |
| Admin fee / account holder | $19 | $10,433-99.8% | $8,777-99.8% | $12,624-99.9% |