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 6-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 | $99,569 | $177,572-43.9% | $154,803-35.7% | $142,382-30.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 20.98% | 65.07%-44.1pp | 58.88%-37.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,092 | $4,810-56.5% | $4,305-51.4% | $4,299-51.3% |
| Participant deferral / active EE | $11,219 | $6,272+78.9% | $5,540+102.5% | $6,507+72.4% |
| Admin fee / account holder | $68 | $16,786-99.6% | $14,329-99.5% | $12,624-99.5% |