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 | $32,452 | $202,318-84.0% | $172,739-81.2% | $152,861-78.8% |
| Participation rate | 76.9% | 87.1%-10.1pp | 82.6%-5.7pp | 82.4%-5.5pp |
| Annual return | 24.34% | 1029.65%-1005.3pp | 802.84%-778.5pp | 345.32%-321.0pp |
| Employer contribution / active EE | $2,358 | $5,856-59.7% | $5,143-54.2% | $4,762-50.5% |
| Participant deferral / active EE | $5,649 | $5,948-5.0% | $5,198+8.7% | $5,850-3.4% |
| Admin fee / account holder | $13 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |