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 | $66,515 | $165,335-59.8% | $149,696-55.6% | $158,922-58.1% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 12.36% | 348.15%-335.8pp | 276.60%-264.2pp | 302.83%-290.5pp |
| Employer contribution / active EE | $1,925 | $5,103-62.3% | $4,644-58.6% | $4,761-59.6% |
| Participant deferral / active EE | $3,922 | $7,181-45.4% | $6,842-42.7% | $5,982-34.4% |
| Admin fee / account holder | $258 | $10,807-97.6% | $9,309-97.2% | $11,246-97.7% |