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 | $30,592 | $176,056-82.6% | $159,436-80.8% | $167,490-81.7% |
| Participation rate | 78.9% | 84.9%-6.0pp | 82.8%-3.9pp | 82.1%-3.2pp |
| Annual return | 13.99% | 331.75%-317.8pp | 263.57%-249.6pp | 478.56%-464.6pp |
| Employer contribution / active EE | $2,644 | $5,297-50.1% | $4,829-45.3% | $4,837-45.3% |
| Participant deferral / active EE | $7,435 | $7,750-4.1% | $7,352+1.1% | $6,341+17.2% |
| Admin fee / account holder | $281 | $12,554-97.8% | $10,799-97.4% | $12,309-97.7% |