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 | $36,116 | $197,591-81.7% | $177,821-79.7% | $158,922-77.3% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.7%+5.1pp | 82.0%+10.9pp |
| Annual return | 15.29% | 58.76%-43.5pp | 48.32%-33.0pp | 302.83%-287.5pp |
| Employer contribution / active EE | $2,984 | $6,697-55.4% | $5,918-49.6% | $4,761-37.3% |
| Participant deferral / active EE | $8,069 | $8,405-4.0% | $7,714+4.6% | $5,982+34.9% |
| Admin fee / account holder | $247 | $15,399-98.4% | $12,427-98.0% | $11,246-97.8% |