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 | $56,710 | $165,335-65.7% | $149,696-62.1% | $158,922-64.3% |
| Participation rate | 86.7% | 84.6%+2.1pp | 82.5%+4.2pp | 82.0%+4.7pp |
| Annual return | 20.24% | 348.15%-327.9pp | 276.60%-256.4pp | 302.83%-282.6pp |
| Employer contribution / active EE | $4,712 | $5,103-7.7% | $4,644+1.5% | $4,761-1.0% |
| Participant deferral / active EE | $8,087 | $7,181+12.6% | $6,842+18.2% | $5,982+35.2% |
| Admin fee / account holder | $72 | $10,807-99.3% | $9,309-99.2% | $11,246-99.4% |