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 | $38,259 | $183,519-79.2% | $155,509-75.4% | $145,922-73.8% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 19.45% | 61.17%-41.7pp | 64.67%-45.2pp | 561.29%-541.8pp |
| Employer contribution / active EE | $1,954 | $5,313-63.2% | $4,672-58.2% | $4,660-58.1% |
| Participant deferral / active EE | $4,419 | $6,462-31.6% | $5,626-21.5% | $6,688-33.9% |
| Admin fee / account holder | $183 | $19,313-99.1% | $15,912-98.8% | $13,397-98.6% |