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 | $82,685 | $214,378-61.4% | $200,582-58.8% | $142,382-41.9% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 15.57% | 46.41%-30.8pp | 42.33%-26.8pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,581 | $6,841-47.7% | $6,419-44.2% | $4,299-16.7% |
| Participant deferral / active EE | $11,711 | $9,865+18.7% | $9,331+25.5% | $6,507+80.0% |
| Admin fee / account holder | $271 | $17,692-98.5% | $16,305-98.3% | $12,624-97.9% |