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 | $39,682 | $177,572-77.7% | $154,803-74.4% | $142,382-72.1% |
| Participation rate | 81.3% | 82.1%-0.8pp | 78.1%+3.2pp | 80.1%+1.1pp |
| Annual return | 11.41% | 65.07%-53.7pp | 58.88%-47.5pp | 217.08%-205.7pp |
| Employer contribution / active EE | $5,534 | $4,810+15.0% | $4,305+28.5% | $4,299+28.7% |
| Participant deferral / active EE | $3,758 | $6,272-40.1% | $5,540-32.2% | $6,507-42.3% |
| Admin fee / account holder | $192 | $16,786-98.9% | $14,329-98.7% | $12,624-98.5% |