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 | $30,757 | $159,602-80.7% | $150,045-79.5% | $142,382-78.4% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 18.46% | 70.24%-51.8pp | 62.55%-44.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,669 | $4,961-66.3% | $4,693-64.4% | $4,299-61.2% |
| Participant deferral / active EE | $6,937 | $8,310-16.5% | $7,997-13.3% | $6,507+6.6% |
| Admin fee / account holder | $123 | $14,846-99.2% | $13,435-99.1% | $12,624-99.0% |