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 | $30,080 | $157,256-80.9% | $141,162-78.7% | $152,861-80.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 21.29% | 64.32%-43.0pp | 71.39%-50.1pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,208 | $5,261-77.0% | $4,735-74.5% | $4,762-74.6% |
| Participant deferral / active EE | $8,425 | $7,109+18.5% | $6,709+25.6% | $5,850+44.0% |
| Admin fee / account holder | $13 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |