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 10-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 | $31,063 | $144,119-78.4% | $117,854-73.6% | $147,584-79.0% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.7%+9.2pp | 82.8%+6.1pp |
| Annual return | 25.17% | 531.15%-506.0pp | 335.08%-309.9pp | 578.55%-553.4pp |
| Employer contribution / active EE | $2,135 | $4,896-56.4% | $3,786-43.6% | $4,876-56.2% |
| Participant deferral / active EE | $7,669 | $5,316+44.3% | $4,482+71.1% | $5,439+41.0% |
| Admin fee / account holder | $32 | $10,886-99.7% | $8,020-99.6% | $10,885-99.7% |