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 7-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 | $46,266 | $176,056-73.7% | $159,436-71.0% | $167,490-72.4% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 10.11% | 331.75%-321.6pp | 263.57%-253.5pp | 478.56%-468.4pp |
| Employer contribution / active EE | $5,751 | $5,297+8.6% | $4,829+19.1% | $4,837+18.9% |
| Participant deferral / active EE | $8,844 | $7,750+14.1% | $7,352+20.3% | $6,341+39.5% |
| Admin fee / account holder | $248 | $12,554-98.0% | $10,799-97.7% | $12,309-98.0% |