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 7-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 | $89,892 | $176,056-48.9% | $159,436-43.6% | $167,490-46.3% |
| Participation rate | 70.0% | 84.9%-14.9pp | 82.8%-12.8pp | 82.1%-12.1pp |
| Annual return | 15.35% | 331.75%-316.4pp | 263.57%-248.2pp | 478.56%-463.2pp |
| Employer contribution / active EE | $1,983 | $5,297-62.6% | $4,829-58.9% | $4,837-59.0% |
| Participant deferral / active EE | $9,266 | $7,750+19.6% | $7,352+26.0% | $6,341+46.1% |
| Admin fee / account holder | $5 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |