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 | $36,717 | $165,335-77.8% | $149,696-75.5% | $158,922-76.9% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 41.55% | 348.15%-306.6pp | 276.60%-235.0pp | 302.83%-261.3pp |
| Employer contribution / active EE | $3,692 | $5,103-27.6% | $4,644-20.5% | $4,761-22.5% |
| Participant deferral / active EE | $6,795 | $7,181-5.4% | $6,842-0.7% | $5,982+13.6% |
| Admin fee / account holder | $154 | $10,807-98.6% | $9,309-98.4% | $11,246-98.6% |