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 | $77,574 | $106,584-27.2% | $101,326-23.4% | $142,382-45.5% |
| Participation rate | 85.0% | 82.7%+2.3pp | 81.5%+3.5pp | 80.1%+4.9pp |
| Annual return | 22.33% | 36.93%-14.6pp | 36.82%-14.5pp | 217.08%-194.7pp |
| Employer contribution / active EE | $3,599 | $3,956-9.0% | $3,665-1.8% | $4,299-16.3% |
| Participant deferral / active EE | $14,473 | $8,297+74.4% | $7,994+81.1% | $6,507+122.4% |
| Admin fee / account holder | $32 | $11,446-99.7% | $11,185-99.7% | $12,624-99.7% |