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 | $71,120 | $117,841-39.6% | $102,423-30.6% | $145,922-51.3% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 11.63% | 31.65%-20.0pp | 29.32%-17.7pp | 561.29%-549.7pp |
| Employer contribution / active EE | $4,300 | $3,615+19.0% | $3,023+42.2% | $4,660-7.7% |
| Participant deferral / active EE | $7,952 | $5,731+38.8% | $5,053+57.4% | $6,688+18.9% |
| Admin fee / account holder | $133 | $13,326-99.0% | $9,451-98.6% | $13,397-99.0% |