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 8-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 | $60,021 | $112,881-46.8% | $90,951-34.0% | $158,922-62.2% |
| Participation rate | 76.9% | 74.7%+2.2pp | 69.0%+7.9pp | 82.0%-5.0pp |
| Annual return | 18.68% | 215.79%-197.1pp | 134.60%-115.9pp | 302.83%-284.1pp |
| Employer contribution / active EE | $1,496 | $2,893-48.3% | $2,122-29.5% | $4,761-68.6% |
| Participant deferral / active EE | $4,315 | $4,128+4.5% | $3,373+27.9% | $5,982-27.9% |
| Admin fee / account holder | $247 | $8,041-96.9% | $5,959-95.9% | $11,246-97.8% |