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 | $32,987 | $209,411-84.2% | $178,490-81.5% | $158,922-79.2% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 21.78% | 188.75%-167.0pp | 151.07%-129.3pp | 302.83%-281.1pp |
| Employer contribution / active EE | $6,733 | $5,706+18.0% | $5,011+34.4% | $4,761+41.4% |
| Participant deferral / active EE | $4,522 | $5,954-24.1% | $5,202-13.1% | $5,982-24.4% |
| Admin fee / account holder | $159 | $17,074-99.1% | $13,984-98.9% | $11,246-98.6% |