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 | $24,166 | $148,534-83.7% | $135,903-82.2% | $139,434-82.7% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 21.65% | 79.19%-57.5pp | 68.23%-46.6pp | 372.94%-351.3pp |
| Employer contribution / active EE | $4,308 | $5,243-17.8% | $4,856-11.3% | $4,751-9.3% |
| Participant deferral / active EE | $5,796 | $8,100-28.4% | $7,758-25.3% | $6,710-13.6% |
| Admin fee / account holder | $212 | $12,400-98.3% | $10,762-98.0% | $11,403-98.1% |