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 | $57,428 | $94,338-39.1% | $100,534-42.9% | $142,382-59.7% |
| Participation rate | 80.0% | 81.7%-1.7pp | 80.6%-0.6pp | 80.1%-0.1pp |
| Annual return | 15.80% | 29.20%-13.4pp | 32.66%-16.9pp | 217.08%-201.3pp |
| Employer contribution / active EE | $4,408 | $4,237+4.0% | $4,346+1.4% | $4,299+2.5% |
| Participant deferral / active EE | $5,429 | $5,934-8.5% | $6,144-11.6% | $6,507-16.6% |
| Admin fee / account holder | $8 | $8,421-99.9% | $7,654-99.9% | $12,624-99.9% |