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 4-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 | $46,695 | $201,272-76.8% | $184,203-74.7% | $145,922-68.0% |
| Participation rate | 94.4% | 87.5%+7.0pp | 86.8%+7.6pp | 80.3%+14.2pp |
| Annual return | 37.70% | 29.00%+8.7pp | 28.81%+8.9pp | 561.29%-523.6pp |
| Employer contribution / active EE | $3,044 | $7,022-56.7% | $6,427-52.6% | $4,660-34.7% |
| Participant deferral / active EE | $9,866 | $9,806+0.6% | $9,131+8.0% | $6,688+47.5% |
| Admin fee / account holder | $74 | $16,364-99.5% | $13,901-99.5% | $13,397-99.4% |