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 7-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 | $38,587 | $165,335-76.7% | $149,696-74.2% | $158,922-75.7% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 65.34% | 348.15%-282.8pp | 276.60%-211.3pp | 302.83%-237.5pp |
| Employer contribution / active EE | $3,544 | $5,103-30.6% | $4,644-23.7% | $4,761-25.6% |
| Participant deferral / active EE | $18,021 | $7,181+151.0% | $6,842+163.4% | $5,982+201.3% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |