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 8-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 | $42,694 | $96,635-55.8% | $86,612-50.7% | $139,434-69.4% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 15.31% | 106.41%-91.1pp | 591.07%-575.8pp | 372.94%-357.6pp |
| Employer contribution / active EE | $2,224 | $3,263-31.9% | $3,022-26.4% | $4,751-53.2% |
| Participant deferral / active EE | $2,717 | $4,836-43.8% | $4,438-38.8% | $6,710-59.5% |
| Admin fee / account holder | $231 | $6,408-96.4% | $5,614-95.9% | $11,403-98.0% |