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 | $59,444 | $165,335-64.0% | $149,696-60.3% | $158,922-62.6% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 16.07% | 348.15%-332.1pp | 276.60%-260.5pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,790 | $5,103-64.9% | $4,644-61.5% | $4,761-62.4% |
| Participant deferral / active EE | $3,937 | $7,181-45.2% | $6,842-42.5% | $5,982-34.2% |
| Admin fee / account holder | $226 | $10,807-97.9% | $9,309-97.6% | $11,246-98.0% |