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 7-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 | $26,933 | $176,056-84.7% | $159,436-83.1% | $167,490-83.9% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 24.31% | 331.75%-307.4pp | 263.57%-239.3pp | 478.56%-454.2pp |
| Employer contribution / active EE | $4,021 | $5,297-24.1% | $4,829-16.7% | $4,837-16.9% |
| Participant deferral / active EE | $12,373 | $7,750+59.6% | $7,352+68.3% | $6,341+95.1% |
| Admin fee / account holder | $183 | $12,554-98.5% | $10,799-98.3% | $12,309-98.5% |