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 | $72,277 | $97,744-26.1% | $103,476-30.2% | $145,922-50.5% |
| Participation rate | 71.4% | 81.1%-9.7pp | 80.5%-9.1pp | 80.3%-8.8pp |
| Annual return | 12.49% | 25.41%-12.9pp | 23.90%-11.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $4,383 | $4,677-6.3% | $4,672-6.2% | $4,660-5.9% |
| Participant deferral / active EE | $7,471 | $6,603+13.1% | $6,623+12.8% | $6,688+11.7% |
| Admin fee / account holder | $14 | $12,515-99.9% | $9,413-99.8% | $13,397-99.9% |