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 | $37,744 | $176,056-78.6% | $159,436-76.3% | $167,490-77.5% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 22.19% | 331.75%-309.6pp | 263.57%-241.4pp | 478.56%-456.4pp |
| Employer contribution / active EE | $5,140 | $5,297-3.0% | $4,829+6.4% | $4,837+6.3% |
| Participant deferral / active EE | $8,209 | $7,750+5.9% | $7,352+11.7% | $6,341+29.5% |
| Admin fee / account holder | $152 | $12,554-98.8% | $10,799-98.6% | $12,309-98.8% |