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 | $68,952 | $133,958-48.5% | $112,228-38.6% | $134,475-48.7% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | 22.63% | 47.11%-24.5pp | 27.45%-4.8pp | 417.96%-395.3pp |
| Employer contribution / active EE | $1,959 | $4,038-51.5% | $3,635-46.1% | $4,740-58.7% |
| Participant deferral / active EE | $9,070 | $5,291+71.4% | $4,728+91.8% | $6,400+41.7% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |