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 8-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 | $84,280 | $117,841-28.5% | $102,423-17.7% | $145,922-42.2% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.8pp |
| Annual return | 18.95% | 31.65%-12.7pp | 29.32%-10.4pp | 561.29%-542.3pp |
| Employer contribution / active EE | $3,672 | $3,615+1.6% | $3,023+21.4% | $4,660-21.2% |
| Participant deferral / active EE | $9,466 | $5,731+65.2% | $5,053+87.3% | $6,688+41.5% |
| Admin fee / account holder | $228 | $13,326-98.3% | $9,451-97.6% | $13,397-98.3% |