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 | $41,053 | $165,335-75.2% | $149,696-72.6% | $158,922-74.2% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 22.38% | 348.15%-325.8pp | 276.60%-254.2pp | 302.83%-280.4pp |
| Employer contribution / active EE | $6,098 | $5,103+19.5% | $4,644+31.3% | $4,761+28.1% |
| Participant deferral / active EE | $4,399 | $7,181-38.7% | $6,842-35.7% | $5,982-26.5% |
| Admin fee / account holder | $19 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |