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 9-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 | $68,671 | $102,966-33.3% | $90,281-23.9% | $152,861-55.1% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 19.30% | 95.16%-75.9pp | 78.10%-58.8pp | 345.32%-326.0pp |
| Employer contribution / active EE | $2,062 | $3,139-34.3% | $2,854-27.8% | $4,762-56.7% |
| Participant deferral / active EE | $4,242 | $4,281-0.9% | $3,885+9.2% | $5,850-27.5% |
| Admin fee / account holder | $51 | $6,171-99.2% | $5,351-99.0% | $11,596-99.6% |