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 9-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 | $23,195 | $138,065-83.2% | $123,544-81.2% | $135,375-82.9% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | 27.62% | 153.68%-126.1pp | 119.20%-91.6pp | 519.73%-492.1pp |
| Employer contribution / active EE | $1,937 | $5,151-62.4% | $4,628-58.1% | $4,779-59.5% |
| Participant deferral / active EE | $6,368 | $6,799-6.3% | $6,426-0.9% | $5,609+13.5% |
| Admin fee / account holder | $89 | $10,916-99.2% | $9,284-99.0% | $10,827-99.2% |