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 4-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 | $32,193 | $148,534-78.3% | $135,903-76.3% | $139,434-76.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 24.08% | 79.19%-55.1pp | 68.23%-44.2pp | 372.94%-348.9pp |
| Employer contribution / active EE | $2,751 | $5,243-47.5% | $4,856-43.3% | $4,751-42.1% |
| Participant deferral / active EE | $6,698 | $8,100-17.3% | $7,758-13.7% | $6,710-0.2% |
| Admin fee / account holder | $57 | $12,400-99.5% | $10,762-99.5% | $11,403-99.5% |