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 10-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 | $52,098 | $165,335-68.5% | $149,696-65.2% | $158,922-67.2% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 13.98% | 348.15%-334.2pp | 276.60%-262.6pp | 302.83%-288.9pp |
| Employer contribution / active EE | $2,593 | $5,103-49.2% | $4,644-44.2% | $4,761-45.5% |
| Participant deferral / active EE | $2,593 | $7,181-63.9% | $6,842-62.1% | $5,982-56.7% |
| Admin fee / account holder | $34 | $10,807-99.7% | $9,309-99.6% | $11,246-99.7% |