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 | $30,505 | $117,841-74.1% | $102,423-70.2% | $145,922-79.1% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 23.72% | 31.65%-7.9pp | 29.32%-5.6pp | 561.29%-537.6pp |
| Employer contribution / active EE | $2,651 | $3,615-26.7% | $3,023-12.3% | $4,660-43.1% |
| Participant deferral / active EE | $8,407 | $5,731+46.7% | $5,053+66.4% | $6,688+25.7% |
| Admin fee / account holder | $35 | $13,326-99.7% | $9,451-99.6% | $13,397-99.7% |