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 5-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 | $33,955 | $202,432-83.2% | $169,368-80.0% | $139,434-75.6% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 21.54% | 531.74%-510.2pp | 405.60%-384.1pp | 372.94%-351.4pp |
| Employer contribution / active EE | $2,327 | $4,692-50.4% | $4,013-42.0% | $4,751-51.0% |
| Participant deferral / active EE | $2,327 | $6,938-66.5% | $6,221-62.6% | $6,710-65.3% |
| Admin fee / account holder | $26 | $10,708-99.8% | $9,003-99.7% | $11,403-99.8% |