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 | $48,758 | $97,744-50.1% | $103,476-52.9% | $145,922-66.6% |
| Participation rate | 87.5% | 81.1%+6.4pp | 80.5%+7.0pp | 80.3%+7.2pp |
| Annual return | 12.02% | 25.41%-13.4pp | 23.90%-11.9pp | 561.29%-549.3pp |
| Employer contribution / active EE | $4,399 | $4,677-5.9% | $4,672-5.8% | $4,660-5.6% |
| Participant deferral / active EE | $11,953 | $6,603+81.0% | $6,623+80.5% | $6,688+78.7% |
| Admin fee / account holder | $297 | $12,515-97.6% | $9,413-96.8% | $13,397-97.8% |