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 9-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 | $38,121 | $165,335-76.9% | $149,696-74.5% | $158,922-76.0% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 24.39% | 348.15%-323.8pp | 276.60%-252.2pp | 302.83%-278.4pp |
| Employer contribution / active EE | $5,568 | $5,103+9.1% | $4,644+19.9% | $4,761+16.9% |
| Participant deferral / active EE | $5,568 | $7,181-22.5% | $6,842-18.6% | $5,982-6.9% |
| Admin fee / account holder | $126 | $10,807-98.8% | $9,309-98.6% | $11,246-98.9% |