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 | $28,075 | $148,534-81.1% | $135,903-79.3% | $139,434-79.9% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 21.54% | 79.19%-57.6pp | 68.23%-46.7pp | 372.94%-351.4pp |
| Employer contribution / active EE | $2,699 | $5,243-48.5% | $4,856-44.4% | $4,751-43.2% |
| Participant deferral / active EE | $3,137 | $8,100-61.3% | $7,758-59.6% | $6,710-53.3% |
| Admin fee / account holder | $294 | $12,400-97.6% | $10,762-97.3% | $11,403-97.4% |