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 6-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 | $27,978 | $177,572-84.2% | $154,803-81.9% | $142,382-80.4% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 20.77% | 65.07%-44.3pp | 58.88%-38.1pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,365 | $4,810-50.8% | $4,305-45.1% | $4,299-45.0% |
| Participant deferral / active EE | $4,271 | $6,272-31.9% | $5,540-22.9% | $6,507-34.4% |
| Admin fee / account holder | $77 | $16,786-99.5% | $14,329-99.5% | $12,624-99.4% |