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 | $47,009 | $177,572-73.5% | $154,803-69.6% | $142,382-67.0% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 16.97% | 65.07%-48.1pp | 58.88%-41.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $4,386 | $4,810-8.8% | $4,305+1.9% | $4,299+2.0% |
| Participant deferral / active EE | $3,782 | $6,272-39.7% | $5,540-31.7% | $6,507-41.9% |
| Admin fee / account holder | $33 | $16,786-99.8% | $14,329-99.8% | $12,624-99.7% |