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 | $65,414 | $165,335-60.4% | $149,696-56.3% | $158,922-58.8% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 25.39% | 348.15%-322.8pp | 276.60%-251.2pp | 302.83%-277.4pp |
| Employer contribution / active EE | $2,439 | $5,103-52.2% | $4,644-47.5% | $4,761-48.8% |
| Participant deferral / active EE | $14,858 | $7,181+106.9% | $6,842+117.2% | $5,982+148.4% |
| Admin fee / account holder | $292 | $10,807-97.3% | $9,309-96.9% | $11,246-97.4% |