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 | $78,564 | $175,202-55.2% | $149,673-47.5% | $139,434-43.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 21.58% | 166.71%-145.1pp | 134.42%-112.8pp | 372.94%-351.4pp |
| Employer contribution / active EE | $2,130 | $5,474-61.1% | $4,818-55.8% | $4,751-55.2% |
| Participant deferral / active EE | $4,665 | $6,519-28.4% | $5,680-17.9% | $6,710-30.5% |
| Admin fee / account holder | $126 | $16,150-99.2% | $13,210-99.0% | $11,403-98.9% |