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 | $28,089 | $115,770-75.7% | $101,248-72.3% | $158,922-82.3% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 21.77% | 56.14%-34.4pp | 46.47%-24.7pp | 302.83%-281.1pp |
| Employer contribution / active EE | $2,001 | $4,175-52.1% | $3,660-45.3% | $4,761-58.0% |
| Participant deferral / active EE | $4,143 | $4,957-16.4% | $4,370-5.2% | $5,982-30.7% |
| Admin fee / account holder | $196 | $7,245-97.3% | $5,945-96.7% | $11,246-98.3% |