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 | $53,607 | $165,335-67.6% | $149,696-64.2% | $158,922-66.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 38.66% | 348.15%-309.5pp | 276.60%-237.9pp | 302.83%-264.2pp |
| Employer contribution / active EE | $6,681 | $5,103+30.9% | $4,644+43.9% | $4,761+40.3% |
| Participant deferral / active EE | $12,725 | $7,181+77.2% | $6,842+86.0% | $5,982+112.7% |
| Admin fee / account holder | $246 | $10,807-97.7% | $9,309-97.4% | $11,246-97.8% |