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 | $73,563 | $177,572-58.6% | $154,803-52.5% | $142,382-48.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 16.24% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,456 | $4,810-69.7% | $4,305-66.2% | $4,299-66.1% |
| Participant deferral / active EE | $5,198 | $6,272-17.1% | $5,540-6.2% | $6,507-20.1% |
| Admin fee / account holder | $168 | $16,786-99.0% | $14,329-98.8% | $12,624-98.7% |