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 | $44,941 | $165,335-72.8% | $149,696-70.0% | $158,922-71.7% |
| Participation rate | 95.5% | 84.6%+10.9pp | 82.5%+13.0pp | 82.0%+13.5pp |
| Annual return | 19.56% | 348.15%-328.6pp | 276.60%-257.0pp | 302.83%-283.3pp |
| Employer contribution / active EE | $3,755 | $5,103-26.4% | $4,644-19.1% | $4,761-21.1% |
| Participant deferral / active EE | $6,464 | $7,181-10.0% | $6,842-5.5% | $5,982+8.1% |
| Admin fee / account holder | $53 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |