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 | $28,766 | $74,888-61.6% | $71,209-59.6% | $142,382-79.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 22.81% | 345.14%-322.3pp | 282.51%-259.7pp | 217.08%-194.3pp |
| Employer contribution / active EE | $2,920 | $2,854+2.3% | $2,721+7.3% | $4,299-32.1% |
| Participant deferral / active EE | $3,277 | $4,454-26.4% | $4,175-21.5% | $6,507-49.6% |
| Admin fee / account holder | $32 | $5,568-99.4% | $5,349-99.4% | $12,624-99.7% |