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 | $37,185 | $165,335-77.5% | $149,696-75.2% | $158,922-76.6% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 23.10% | 348.15%-325.0pp | 276.60%-253.5pp | 302.83%-279.7pp |
| Employer contribution / active EE | $1,656 | $5,103-67.6% | $4,644-64.3% | $4,761-65.2% |
| Participant deferral / active EE | $4,416 | $7,181-38.5% | $6,842-35.4% | $5,982-26.2% |
| Admin fee / account holder | $5 | $10,807-99.9% | $9,309-99.9% | $11,246-100.0% |