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 5-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 | $96,752 | $158,398-38.9% | $126,539-23.5% | $142,382-32.0% |
| Participation rate | 75.0% | 75.8%-0.8pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 22.15% | 593.76%-571.6pp | 425.95%-403.8pp | 217.08%-194.9pp |
| Employer contribution / active EE | $4,213 | $4,650-9.4% | $3,674+14.7% | $4,299-2.0% |
| Participant deferral / active EE | $12,186 | $4,767+155.6% | $4,083+198.5% | $6,507+87.3% |
| Admin fee / account holder | $95 | $6,918-98.6% | $6,065-98.4% | $12,624-99.3% |