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 | $54,504 | $217,402-74.9% | $185,823-70.7% | $167,490-67.5% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 11.95% | 148.36%-136.4pp | 122.05%-110.1pp | 478.56%-466.6pp |
| Employer contribution / active EE | $2,462 | $5,873-58.1% | $5,167-52.4% | $4,837-49.1% |
| Participant deferral / active EE | $6,233 | $6,356-1.9% | $5,568+11.9% | $6,341-1.7% |
| Admin fee / account holder | $28 | $19,811-99.9% | $16,237-99.8% | $12,309-99.8% |