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 | $82,986 | $109,881-24.5% | $150,045-44.7% | $84,808-2.1% |
| Participation rate | 98.3% | 76.1%+22.2pp | 82.3%+16.0pp | 68.3%+30.0pp |
| Annual return | 32.43% | 28.25%+4.2pp | 62.55%-30.1pp | 40.90%-8.5pp |
| Employer contribution / active EE | $10,921 | $3,561+206.7% | $4,693+132.7% | $2,631+315.1% |
| Participant deferral / active EE | $15,827 | $6,636+138.5% | $7,997+97.9% | $4,212+275.8% |
| Admin fee / account holder | $253 | $8,568-97.1% | $13,435-98.1% | $7,344-96.6% |