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 7-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 | $22,414 | $165,335-86.4% | $149,696-85.0% | $158,922-85.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 31.83% | 348.15%-316.3pp | 276.60%-244.8pp | 302.83%-271.0pp |
| Employer contribution / active EE | $5,418 | $5,103+6.2% | $4,644+16.7% | $4,761+13.8% |
| Participant deferral / active EE | $9,048 | $7,181+26.0% | $6,842+32.3% | $5,982+51.3% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |