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 9-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 | $32,155 | $209,411-84.6% | $178,490-82.0% | $158,922-79.8% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 33.59% | 188.75%-155.2pp | 151.07%-117.5pp | 302.83%-269.2pp |
| Employer contribution / active EE | $1,869 | $5,706-67.3% | $5,011-62.7% | $4,761-60.7% |
| Participant deferral / active EE | $4,098 | $5,954-31.2% | $5,202-21.2% | $5,982-31.5% |
| Admin fee / account holder | $271 | $17,074-98.4% | $13,984-98.1% | $11,246-97.6% |