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 6-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 | $32,514 | $114,381-71.6% | $107,525-69.8% | $142,382-77.2% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 19.46% | 242.71%-223.2pp | 181.32%-161.9pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,868 | $4,015-53.5% | $3,754-50.2% | $4,299-56.6% |
| Participant deferral / active EE | $4,840 | $5,564-13.0% | $5,116-5.4% | $6,507-25.6% |
| Admin fee / account holder | $23 | $9,860-99.8% | $8,919-99.7% | $12,624-99.8% |