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 8-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 | $35,149 | $165,335-78.7% | $149,696-76.5% | $158,922-77.9% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 15.25% | 348.15%-332.9pp | 276.60%-261.3pp | 302.83%-287.6pp |
| Employer contribution / active EE | $2,948 | $5,103-42.2% | $4,644-36.5% | $4,761-38.1% |
| Participant deferral / active EE | $9,268 | $7,181+29.1% | $6,842+35.5% | $5,982+54.9% |
| Admin fee / account holder | $201 | $10,807-98.1% | $9,309-97.8% | $11,246-98.2% |