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 | $38,364 | $201,272-80.9% | $184,203-79.2% | $145,922-73.7% |
| Participation rate | 94.1% | 87.5%+6.6pp | 86.8%+7.3pp | 80.3%+13.8pp |
| Annual return | 28.72% | 29.00%-0.3pp | 28.81%-0.1pp | 561.29%-532.6pp |
| Employer contribution / active EE | $2,379 | $7,022-66.1% | $6,427-63.0% | $4,660-49.0% |
| Participant deferral / active EE | $6,594 | $9,806-32.8% | $9,131-27.8% | $6,688-1.4% |
| Admin fee / account holder | $107 | $16,364-99.3% | $13,901-99.2% | $13,397-99.2% |