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 | $23,717 | $111,754-78.8% | $103,333-77.0% | $145,922-83.7% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 26.33% | 24.77%+1.6pp | 24.88%+1.5pp | 561.29%-535.0pp |
| Employer contribution / active EE | $2,923 | $4,212-30.6% | $3,868-24.4% | $4,660-37.3% |
| Participant deferral / active EE | $3,912 | $5,619-30.4% | $5,057-22.6% | $6,688-41.5% |
| Admin fee / account holder | $140 | $9,750-98.6% | $8,355-98.3% | $13,397-99.0% |