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 | $35,581 | $154,117-76.9% | $129,995-72.6% | $139,434-74.5% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 22.05% | 32.48%-10.4pp | -137.18%+159.2pp | 372.94%-350.9pp |
| Employer contribution / active EE | $3,340 | $5,289-36.9% | $4,320-22.7% | $4,751-29.7% |
| Participant deferral / active EE | $9,494 | $6,710+41.5% | $5,820+63.1% | $6,710+41.5% |
| Admin fee / account holder | $63 | $14,007-99.5% | $10,614-99.4% | $11,403-99.4% |