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 | $38,757 | $176,056-78.0% | $159,436-75.7% | $167,490-76.9% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 11.09% | 331.75%-320.7pp | 263.57%-252.5pp | 478.56%-467.5pp |
| Employer contribution / active EE | $1,652 | $5,297-68.8% | $4,829-65.8% | $4,837-65.9% |
| Participant deferral / active EE | $7,252 | $7,750-6.4% | $7,352-1.4% | $6,341+14.4% |
| Admin fee / account holder | $127 | $12,554-99.0% | $10,799-98.8% | $12,309-99.0% |