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 | $43,979 | $217,402-79.8% | $185,823-76.3% | $167,490-73.7% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 14.88% | 148.36%-133.5pp | 122.05%-107.2pp | 478.56%-463.7pp |
| Employer contribution / active EE | $5,782 | $5,873-1.6% | $5,167+11.9% | $4,837+19.5% |
| Participant deferral / active EE | $4,949 | $6,356-22.1% | $5,568-11.1% | $6,341-22.0% |
| Admin fee / account holder | $150 | $19,811-99.2% | $16,237-99.1% | $12,309-98.8% |