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 | $28,840 | $183,519-84.3% | $155,509-81.5% | $145,922-80.2% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 17.57% | 61.17%-43.6pp | 64.67%-47.1pp | 561.29%-543.7pp |
| Employer contribution / active EE | $2,559 | $5,313-51.8% | $4,672-45.2% | $4,660-45.1% |
| Participant deferral / active EE | $5,471 | $6,462-15.3% | $5,626-2.8% | $6,688-18.2% |
| Admin fee / account holder | $185 | $19,313-99.0% | $15,912-98.8% | $13,397-98.6% |