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 7-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 | $43,365 | $165,335-73.8% | $149,696-71.0% | $158,922-72.7% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 27.27% | 348.15%-320.9pp | 276.60%-249.3pp | 302.83%-275.6pp |
| Employer contribution / active EE | $10,341 | $5,103+102.7% | $4,644+122.7% | $4,761+117.2% |
| Participant deferral / active EE | $5,979 | $7,181-16.7% | $6,842-12.6% | $5,982-0.1% |
| Admin fee / account holder | $98 | $10,807-99.1% | $9,309-99.0% | $11,246-99.1% |