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 5-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 | $35,183 | $106,584-67.0% | $101,326-65.3% | $142,382-75.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.74% | 36.93%-15.2pp | 36.82%-15.1pp | 217.08%-195.3pp |
| Employer contribution / active EE | $4,316 | $3,956+9.1% | $3,665+17.7% | $4,299+0.4% |
| Participant deferral / active EE | $8,077 | $8,297-2.7% | $7,994+1.0% | $6,507+24.1% |
| Admin fee / account holder | $84 | $11,446-99.3% | $11,185-99.3% | $12,624-99.3% |