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 | $31,397 | $183,519-82.9% | $155,509-79.8% | $145,922-78.5% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 14.60% | 61.17%-46.6pp | 64.67%-50.1pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,057 | $5,313-61.3% | $4,672-56.0% | $4,660-55.9% |
| Participant deferral / active EE | $3,873 | $6,462-40.1% | $5,626-31.2% | $6,688-42.1% |
| Admin fee / account holder | $273 | $19,313-98.6% | $15,912-98.3% | $13,397-98.0% |