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 | $48,308 | $177,572-72.8% | $154,803-68.8% | $142,382-66.1% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 12.66% | 65.07%-52.4pp | 58.88%-46.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,063 | $4,810-57.1% | $4,305-52.1% | $4,299-52.0% |
| Participant deferral / active EE | $3,738 | $6,272-40.4% | $5,540-32.5% | $6,507-42.6% |
| Admin fee / account holder | $262 | $16,786-98.4% | $14,329-98.2% | $12,624-97.9% |