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 | $76,326 | $165,335-53.8% | $149,696-49.0% | $158,922-52.0% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 38.27% | 348.15%-309.9pp | 276.60%-238.3pp | 302.83%-264.6pp |
| Employer contribution / active EE | $3,259 | $5,103-36.1% | $4,644-29.8% | $4,761-31.6% |
| Participant deferral / active EE | $12,941 | $7,181+80.2% | $6,842+89.2% | $5,982+116.3% |
| Admin fee / account holder | $251 | $10,807-97.7% | $9,309-97.3% | $11,246-97.8% |