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 | $30,935 | $106,515-71.0% | $96,683-68.0% | $139,434-77.8% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 21.52% | 38.43%-16.9pp | 35.69%-14.2pp | 372.94%-351.4pp |
| Employer contribution / active EE | $3,371 | $4,103-17.8% | $3,737-9.8% | $4,751-29.0% |
| Participant deferral / active EE | $4,807 | $5,454-11.9% | $4,878-1.5% | $6,710-28.4% |
| Admin fee / account holder | $297 | $7,877-96.2% | $6,730-95.6% | $11,403-97.4% |