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 3-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 | $68,171 | $111,754-39.0% | $103,333-34.0% | $145,922-53.3% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 16.96% | 24.77%-7.8pp | 24.88%-7.9pp | 561.29%-544.3pp |
| Employer contribution / active EE | $3,439 | $4,212-18.4% | $3,868-11.1% | $4,660-26.2% |
| Participant deferral / active EE | $5,017 | $5,619-10.7% | $5,057-0.8% | $6,688-25.0% |
| Admin fee / account holder | $215 | $9,750-97.8% | $8,355-97.4% | $13,397-98.4% |