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 | $51,702 | $165,335-68.7% | $149,696-65.5% | $158,922-67.5% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 29.18% | 348.15%-319.0pp | 276.60%-247.4pp | 302.83%-273.6pp |
| Employer contribution / active EE | $3,195 | $5,103-37.4% | $4,644-31.2% | $4,761-32.9% |
| Participant deferral / active EE | $6,945 | $7,181-3.3% | $6,842+1.5% | $5,982+16.1% |
| Admin fee / account holder | $104 | $10,807-99.0% | $9,309-98.9% | $11,246-99.1% |