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 7-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 | $27,819 | $183,519-84.8% | $155,509-82.1% | $145,922-80.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 18.60% | 61.17%-42.6pp | 64.67%-46.1pp | 561.29%-542.7pp |
| Employer contribution / active EE | $1,344 | $5,313-74.7% | $4,672-71.2% | $4,660-71.1% |
| Participant deferral / active EE | $3,450 | $6,462-46.6% | $5,626-38.7% | $6,688-48.4% |
| Admin fee / account holder | $139 | $19,313-99.3% | $15,912-99.1% | $13,397-99.0% |