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 | $76,382 | $165,335-53.8% | $149,696-49.0% | $158,922-51.9% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 17.77% | 348.15%-330.4pp | 276.60%-258.8pp | 302.83%-285.1pp |
| Employer contribution / active EE | $13,231 | $5,103+159.3% | $4,644+184.9% | $4,761+177.9% |
| Participant deferral / active EE | $7,212 | $7,181+0.4% | $6,842+5.4% | $5,982+20.6% |
| Admin fee / account holder | $172 | $10,807-98.4% | $9,309-98.1% | $11,246-98.5% |