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 | $38,206 | $177,572-78.5% | $154,803-75.3% | $142,382-73.2% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 22.03% | 65.07%-43.0pp | 58.88%-36.9pp | 217.08%-195.0pp |
| Employer contribution / active EE | $2,043 | $4,810-57.5% | $4,305-52.5% | $4,299-52.5% |
| Participant deferral / active EE | $6,954 | $6,272+10.9% | $5,540+25.5% | $6,507+6.9% |
| Admin fee / account holder | $244 | $16,786-98.5% | $14,329-98.3% | $12,624-98.1% |