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 | $51,234 | $177,572-71.1% | $154,803-66.9% | $142,382-64.0% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 17.09% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,361 | $4,810-50.9% | $4,305-45.2% | $4,299-45.1% |
| Participant deferral / active EE | $6,743 | $6,272+7.5% | $5,540+21.7% | $6,507+3.6% |
| Admin fee / account holder | $238 | $16,786-98.6% | $14,329-98.3% | $12,624-98.1% |