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 | $32,012 | $227,553-85.9% | $189,557-83.1% | $167,490-80.9% |
| Participation rate | 81.8% | 82.5%-0.7pp | 78.4%+3.4pp | 82.1%-0.3pp |
| Annual return | 22.45% | 78.40%-56.0pp | 64.17%-41.7pp | 478.56%-456.1pp |
| Employer contribution / active EE | $1,244 | $5,316-76.6% | $4,412-71.8% | $4,837-74.3% |
| Participant deferral / active EE | $6,605 | $7,002-5.7% | $6,174+7.0% | $6,341+4.2% |
| Admin fee / account holder | $38 | $11,878-99.7% | $9,807-99.6% | $12,309-99.7% |