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 | $52,691 | $117,983-55.3% | $101,794-48.2% | $142,382-63.0% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 19.37% | 36.92%-17.5pp | 30.53%-11.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,081 | $2,773-25.0% | $2,289-9.1% | $4,299-51.6% |
| Participant deferral / active EE | $5,878 | $4,714+24.7% | $4,084+43.9% | $6,507-9.7% |
| Admin fee / account holder | $53 | $10,433-99.5% | $8,777-99.4% | $12,624-99.6% |