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 | $38,941 | $109,327-64.4% | $89,391-56.4% | $158,922-75.5% |
| Participation rate | 92.9% | 74.3%+18.6pp | 68.0%+24.9pp | 82.0%+10.9pp |
| Annual return | 23.69% | 345.68%-322.0pp | 245.62%-221.9pp | 302.83%-279.1pp |
| Employer contribution / active EE | $5,574 | $3,170+75.8% | $2,586+115.6% | $4,761+17.1% |
| Participant deferral / active EE | $3,261 | $4,598-29.1% | $3,890-16.2% | $5,982-45.5% |
| Admin fee / account holder | $41 | $6,153-99.3% | $4,881-99.2% | $11,246-99.6% |