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 9-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 | $41,041 | $157,256-73.9% | $141,162-70.9% | $152,861-73.2% |
| Participation rate | 85.0% | 84.8%+0.2pp | 82.5%+2.5pp | 82.4%+2.6pp |
| Annual return | 24.02% | 64.32%-40.3pp | 71.39%-47.4pp | 345.32%-321.3pp |
| Employer contribution / active EE | $5,944 | $5,261+13.0% | $4,735+25.5% | $4,762+24.8% |
| Participant deferral / active EE | $3,548 | $7,109-50.1% | $6,709-47.1% | $5,850-39.4% |
| Admin fee / account holder | $279 | $12,120-97.7% | $10,261-97.3% | $11,596-97.6% |