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 | $22,903 | $117,841-80.6% | $102,423-77.6% | $145,922-84.3% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 19.43% | 31.65%-12.2pp | 29.32%-9.9pp | 561.29%-541.9pp |
| Employer contribution / active EE | $5,179 | $3,615+43.3% | $3,023+71.3% | $4,660+11.2% |
| Participant deferral / active EE | $5,154 | $5,731-10.1% | $5,053+2.0% | $6,688-22.9% |
| Admin fee / account holder | $91 | $13,326-99.3% | $9,451-99.0% | $13,397-99.3% |