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 | $32,638 | $148,534-78.0% | $135,903-76.0% | $139,434-76.6% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 22.80% | 79.19%-56.4pp | 68.23%-45.4pp | 372.94%-350.1pp |
| Employer contribution / active EE | $1,284 | $5,243-75.5% | $4,856-73.6% | $4,751-73.0% |
| Participant deferral / active EE | $5,576 | $8,100-31.2% | $7,758-28.1% | $6,710-16.9% |
| Admin fee / account holder | $167 | $12,400-98.7% | $10,762-98.5% | $11,403-98.5% |