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 | $82,420 | $177,572-53.6% | $154,803-46.8% | $142,382-42.1% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 19.60% | 65.07%-45.5pp | 58.88%-39.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $957 | $4,810-80.1% | $4,305-77.8% | $4,299-77.7% |
| Participant deferral / active EE | $7,209 | $6,272+15.0% | $5,540+30.1% | $6,507+10.8% |
| Admin fee / account holder | $87 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |