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 | $43,597 | $165,335-73.6% | $149,696-70.9% | $158,922-72.6% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 14.64% | 348.15%-333.5pp | 276.60%-262.0pp | 302.83%-288.2pp |
| Employer contribution / active EE | $4,957 | $5,103-2.9% | $4,644+6.7% | $4,761+4.1% |
| Participant deferral / active EE | $11,756 | $7,181+63.7% | $6,842+71.8% | $5,982+96.5% |
| Admin fee / account holder | $198 | $10,807-98.2% | $9,309-97.9% | $11,246-98.2% |