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 4-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 | $29,993 | $214,378-86.0% | $200,582-85.0% | $142,382-78.9% |
| Participation rate | 84.2% | 87.4%-3.2pp | 86.9%-2.7pp | 80.1%+4.1pp |
| Annual return | 26.55% | 46.41%-19.9pp | 42.33%-15.8pp | 217.08%-190.5pp |
| Employer contribution / active EE | $2,627 | $6,841-61.6% | $6,419-59.1% | $4,299-38.9% |
| Participant deferral / active EE | $3,666 | $9,865-62.8% | $9,331-60.7% | $6,507-43.7% |
| Admin fee / account holder | $28 | $17,692-99.8% | $16,305-99.8% | $12,624-99.8% |