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 7-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 | $100,687 | $162,781-38.1% | $133,956-24.8% | $158,922-36.6% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 14.90% | 41.94%-27.0pp | 45.09%-30.2pp | 302.83%-287.9pp |
| Employer contribution / active EE | $2,068 | $4,975-58.4% | $3,919-47.2% | $4,761-56.6% |
| Participant deferral / active EE | $4,596 | $5,911-22.2% | $5,048-8.9% | $5,982-23.2% |
| Admin fee / account holder | $122 | $11,736-99.0% | $8,927-98.6% | $11,246-98.9% |