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 | $85,181 | $133,922-36.4% | $116,228-26.7% | $142,382-40.2% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.6%+11.2pp | 80.1%+5.6pp |
| Annual return | 20.63% | 147.76%-127.1pp | 90.06%-69.4pp | 217.08%-196.4pp |
| Employer contribution / active EE | $4,159 | $3,446+20.7% | $2,994+38.9% | $4,299-3.3% |
| Participant deferral / active EE | $12,318 | $5,672+117.2% | $4,953+148.7% | $6,507+89.3% |
| Admin fee / account holder | $102 | $14,945-99.3% | $11,989-99.1% | $12,624-99.2% |