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 8-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 | $30,133 | $115,770-74.0% | $101,248-70.2% | $158,922-81.0% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.8%+8.8pp | 82.0%+2.7pp |
| Annual return | 20.19% | 56.14%-35.9pp | 46.47%-26.3pp | 302.83%-282.6pp |
| Employer contribution / active EE | $1,830 | $4,175-56.2% | $3,660-50.0% | $4,761-61.6% |
| Participant deferral / active EE | $5,642 | $4,957+13.8% | $4,370+29.1% | $5,982-5.7% |
| Admin fee / account holder | $255 | $7,245-96.5% | $5,945-95.7% | $11,246-97.7% |