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 | $36,926 | $165,335-77.7% | $149,696-75.3% | $158,922-76.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 11.75% | 348.15%-336.4pp | 276.60%-264.9pp | 302.83%-291.1pp |
| Employer contribution / active EE | $1,604 | $5,103-68.6% | $4,644-65.5% | $4,761-66.3% |
| Participant deferral / active EE | $8,442 | $7,181+17.6% | $6,842+23.4% | $5,982+41.1% |
| Admin fee / account holder | $217 | $10,807-98.0% | $9,309-97.7% | $11,246-98.1% |