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 | $59,389 | $179,726-67.0% | $156,263-62.0% | $142,382-58.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 24.65% | 77.86%-53.2pp | 59.47%-34.8pp | 217.08%-192.4pp |
| Employer contribution / active EE | $4,081 | $5,069-19.5% | $4,333-5.8% | $4,299-5.1% |
| Participant deferral / active EE | $3,555 | $6,956-48.9% | $6,158-42.3% | $6,507-45.4% |
| Admin fee / account holder | $59 | $17,272-99.7% | $14,255-99.6% | $12,624-99.5% |