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 | $57,275 | $185,822-69.2% | $169,993-66.3% | $139,434-58.9% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 24.17% | 60.50%-36.3pp | 53.37%-29.2pp | 372.94%-348.8pp |
| Employer contribution / active EE | $2,070 | $7,590-72.7% | $6,785-69.5% | $4,751-56.4% |
| Participant deferral / active EE | $8,643 | $11,622-25.6% | $10,408-17.0% | $6,710+28.8% |
| Admin fee / account holder | $249 | $15,381-98.4% | $12,815-98.1% | $11,403-97.8% |