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 | $30,601 | $157,256-80.5% | $141,162-78.3% | $152,861-80.0% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 27.16% | 64.32%-37.2pp | 71.39%-44.2pp | 345.32%-318.2pp |
| Employer contribution / active EE | $2,202 | $5,261-58.2% | $4,735-53.5% | $4,762-53.8% |
| Participant deferral / active EE | $6,521 | $7,109-8.3% | $6,709-2.8% | $5,850+11.5% |
| Admin fee / account holder | $12 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |