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 | $30,844 | $149,734-79.4% | $118,925-74.1% | $158,922-80.6% |
| Participation rate | 85.7% | 82.1%+3.6pp | 75.4%+10.3pp | 82.0%+3.8pp |
| Annual return | 22.57% | 19.95%+2.6pp | 35.88%-13.3pp | 302.83%-280.3pp |
| Employer contribution / active EE | $1,035 | $4,115-74.9% | $3,263-68.3% | $4,761-78.3% |
| Participant deferral / active EE | $4,768 | $5,223-8.7% | $4,265+11.8% | $5,982-20.3% |
| Admin fee / account holder | $166 | $8,603-98.1% | $6,581-97.5% | $11,246-98.5% |