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 9-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 | $38,915 | $165,335-76.5% | $149,696-74.0% | $158,922-75.5% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 13.09% | 348.15%-335.1pp | 276.60%-263.5pp | 302.83%-289.7pp |
| Employer contribution / active EE | $2,001 | $5,103-60.8% | $4,644-56.9% | $4,761-58.0% |
| Participant deferral / active EE | $2,561 | $7,181-64.3% | $6,842-62.6% | $5,982-57.2% |
| Admin fee / account holder | $247 | $10,807-97.7% | $9,309-97.3% | $11,246-97.8% |