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 6-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 | $22,946 | $148,534-84.6% | $135,903-83.1% | $139,434-83.5% |
| Participation rate | 82.4% | 83.9%-1.5pp | 81.9%+0.4pp | 80.3%+2.0pp |
| Annual return | 26.26% | 79.19%-52.9pp | 68.23%-42.0pp | 372.94%-346.7pp |
| Employer contribution / active EE | $1,580 | $5,243-69.9% | $4,856-67.5% | $4,751-66.7% |
| Participant deferral / active EE | $6,477 | $8,100-20.0% | $7,758-16.5% | $6,710-3.5% |
| Admin fee / account holder | $272 | $12,400-97.8% | $10,762-97.5% | $11,403-97.6% |