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 3-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 | $30,759 | $177,572-82.7% | $154,803-80.1% | $142,382-78.4% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 19.11% | 65.07%-46.0pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,200 | $4,810-54.3% | $4,305-48.9% | $4,299-48.8% |
| Participant deferral / active EE | $7,778 | $6,272+24.0% | $5,540+40.4% | $6,507+19.5% |
| Admin fee / account holder | $143 | $16,786-99.2% | $14,329-99.0% | $12,624-98.9% |