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 6-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 | $86,726 | $165,335-47.5% | $149,696-42.1% | $158,922-45.4% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 26.62% | 348.15%-321.5pp | 276.60%-250.0pp | 302.83%-276.2pp |
| Employer contribution / active EE | $1,531 | $5,103-70.0% | $4,644-67.0% | $4,761-67.8% |
| Participant deferral / active EE | $4,753 | $7,181-33.8% | $6,842-30.5% | $5,982-20.5% |
| Admin fee / account holder | $95 | $10,807-99.1% | $9,309-99.0% | $11,246-99.2% |