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 8-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 | $27,276 | $115,770-76.4% | $101,248-73.1% | $158,922-82.8% |
| Participation rate | 78.6% | 79.4%-0.8pp | 75.8%+2.8pp | 82.0%-3.4pp |
| Annual return | 23.37% | 56.14%-32.8pp | 46.47%-23.1pp | 302.83%-279.5pp |
| Employer contribution / active EE | $2,081 | $4,175-50.1% | $3,660-43.1% | $4,761-56.3% |
| Participant deferral / active EE | $6,404 | $4,957+29.2% | $4,370+46.5% | $5,982+7.1% |
| Admin fee / account holder | $294 | $7,245-95.9% | $5,945-95.1% | $11,246-97.4% |