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 | $77,216 | $127,065-39.2% | $113,168-31.8% | $142,382-45.8% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 18.71% | 24.03%-5.3pp | 24.27%-5.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,634 | $3,442-23.5% | $2,975-11.5% | $4,299-38.7% |
| Participant deferral / active EE | $8,789 | $5,716+53.7% | $5,107+72.1% | $6,507+35.1% |
| Admin fee / account holder | $158 | $15,736-99.0% | $12,068-98.7% | $12,624-98.7% |