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 | $44,880 | $165,335-72.9% | $149,696-70.0% | $158,922-71.8% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 25.77% | 348.15%-322.4pp | 276.60%-250.8pp | 302.83%-277.1pp |
| Employer contribution / active EE | $3,317 | $5,103-35.0% | $4,644-28.6% | $4,761-30.3% |
| Participant deferral / active EE | $7,053 | $7,181-1.8% | $6,842+3.1% | $5,982+17.9% |
| Admin fee / account holder | $125 | $10,807-98.8% | $9,309-98.7% | $11,246-98.9% |