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 | $46,991 | $165,335-71.6% | $149,696-68.6% | $158,922-70.4% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 32.70% | 348.15%-315.4pp | 276.60%-243.9pp | 302.83%-270.1pp |
| Employer contribution / active EE | $5,665 | $5,103+11.0% | $4,644+22.0% | $4,761+19.0% |
| Participant deferral / active EE | $7,422 | $7,181+3.4% | $6,842+8.5% | $5,982+24.1% |
| Admin fee / account holder | $300 | $10,807-97.2% | $9,309-96.8% | $11,246-97.3% |