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 3-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 | $58,190 | $114,381-49.1% | $107,525-45.9% | $142,382-59.1% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 23.32% | 242.71%-219.4pp | 181.32%-158.0pp | 217.08%-193.8pp |
| Employer contribution / active EE | $1,244 | $4,015-69.0% | $3,754-66.9% | $4,299-71.1% |
| Participant deferral / active EE | $8,790 | $5,564+58.0% | $5,116+71.8% | $6,507+35.1% |
| Admin fee / account holder | $253 | $9,860-97.4% | $8,919-97.2% | $12,624-98.0% |