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 | $64,499 | $127,065-49.2% | $113,168-43.0% | $142,382-54.7% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 20.03% | 24.03%-4.0pp | 24.27%-4.2pp | 217.08%-197.0pp |
| Employer contribution / active EE | $3,205 | $3,442-6.9% | $2,975+7.7% | $4,299-25.4% |
| Participant deferral / active EE | $6,737 | $5,716+17.8% | $5,107+31.9% | $6,507+3.5% |
| Admin fee / account holder | $113 | $15,736-99.3% | $12,068-99.1% | $12,624-99.1% |