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 | $32,984 | $165,335-80.1% | $149,696-78.0% | $158,922-79.2% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 26.49% | 348.15%-321.7pp | 276.60%-250.1pp | 302.83%-276.3pp |
| Employer contribution / active EE | $1,294 | $5,103-74.6% | $4,644-72.1% | $4,761-72.8% |
| Participant deferral / active EE | $3,137 | $7,181-56.3% | $6,842-54.1% | $5,982-47.6% |
| Admin fee / account holder | $188 | $10,807-98.3% | $9,309-98.0% | $11,246-98.3% |