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 | $33,724 | $105,181-67.9% | $159,436-78.8% | $85,850-60.7% |
| Participation rate | 86.5% | 75.8%+10.7pp | 82.8%+3.7pp | 69.3%+17.2pp |
| Annual return | 18.08% | 45.07%-27.0pp | 263.57%-245.5pp | 318.53%-300.5pp |
| Employer contribution / active EE | $2,247 | $3,318-32.3% | $4,829-53.5% | $2,565-12.4% |
| Participant deferral / active EE | $4,967 | $5,945-16.4% | $7,352-32.4% | $3,952+25.7% |
| Admin fee / account holder | $209 | $6,933-97.0% | $10,799-98.1% | $6,260-96.7% |