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 10-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 | $64,765 | $162,781-60.2% | $133,956-51.7% | $158,922-59.2% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 21.06% | 41.94%-20.9pp | 45.09%-24.0pp | 302.83%-281.8pp |
| Employer contribution / active EE | $1,456 | $4,975-70.7% | $3,919-62.8% | $4,761-69.4% |
| Participant deferral / active EE | $5,087 | $5,911-13.9% | $5,048+0.8% | $5,982-15.0% |
| Admin fee / account holder | $22 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |