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 4-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 | $54,143 | $71,829-24.6% | $69,780-22.4% | $142,382-62.0% |
| Participation rate | 88.9% | 81.6%+7.3pp | 79.3%+9.6pp | 80.1%+8.8pp |
| Annual return | 22.37% | 31.01%-8.6pp | 26.31%-3.9pp | 217.08%-194.7pp |
| Employer contribution / active EE | $4,796 | $4,385+9.4% | $4,168+15.1% | $4,299+11.6% |
| Participant deferral / active EE | $10,944 | $6,819+60.5% | $6,164+77.5% | $6,507+68.2% |
| Admin fee / account holder | $57 | $7,818-99.3% | $7,285-99.2% | $12,624-99.5% |