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 9-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 | $31,526 | $176,812-82.2% | $146,665-78.5% | $167,490-81.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 25.53% | 24.03%+1.5pp | 22.74%+2.8pp | 478.56%-453.0pp |
| Employer contribution / active EE | $4,496 | $5,160-12.9% | $4,136+8.7% | $4,837-7.1% |
| Participant deferral / active EE | $4,422 | $6,440-31.3% | $5,506-19.7% | $6,341-30.3% |
| Admin fee / account holder | $170 | $13,259-98.7% | $10,280-98.3% | $12,309-98.6% |