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 | $19,987 | $115,770-82.7% | $101,248-80.3% | $158,922-87.4% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 17.49% | 56.14%-38.7pp | 46.47%-29.0pp | 302.83%-285.3pp |
| Employer contribution / active EE | $2,036 | $4,175-51.2% | $3,660-44.4% | $4,761-57.2% |
| Participant deferral / active EE | $2,802 | $4,957-43.5% | $4,370-35.9% | $5,982-53.2% |
| Admin fee / account holder | $286 | $7,245-96.1% | $5,945-95.2% | $11,246-97.5% |