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 | $73,101 | $165,335-55.8% | $149,696-51.2% | $158,922-54.0% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 22.07% | 348.15%-326.1pp | 276.60%-254.5pp | 302.83%-280.8pp |
| Employer contribution / active EE | $8,576 | $5,103+68.1% | $4,644+84.6% | $4,761+80.1% |
| Participant deferral / active EE | $6,514 | $7,181-9.3% | $6,842-4.8% | $5,982+8.9% |
| Admin fee / account holder | $15 | $10,807-99.9% | $9,309-99.8% | $11,246-99.9% |