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 10-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 | $30,015 | $228,332-86.9% | $185,823-83.8% | $158,922-81.1% |
| Participation rate | 88.9% | 82.3%+6.6pp | 78.0%+10.9pp | 82.0%+6.9pp |
| Annual return | 21.03% | 40.80%-19.8pp | 35.95%-14.9pp | 302.83%-281.8pp |
| Employer contribution / active EE | $2,280 | $4,967-54.1% | $4,087-44.2% | $4,761-52.1% |
| Participant deferral / active EE | $8,988 | $6,415+40.1% | $5,632+59.6% | $5,982+50.2% |
| Admin fee / account holder | $296 | $11,864-97.5% | $9,500-96.9% | $11,246-97.4% |