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 | $61,615 | $177,572-65.3% | $154,803-60.2% | $142,382-56.7% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 19.15% | 65.07%-45.9pp | 58.88%-39.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,735 | $4,810-43.2% | $4,305-36.5% | $4,299-36.4% |
| Participant deferral / active EE | $9,587 | $6,272+52.9% | $5,540+73.0% | $6,507+47.3% |
| Admin fee / account holder | $78 | $16,786-99.5% | $14,329-99.5% | $12,624-99.4% |