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 | $37,379 | $209,411-82.2% | $178,490-79.1% | $158,922-76.5% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 26.90% | 188.75%-161.9pp | 151.07%-124.2pp | 302.83%-275.9pp |
| Employer contribution / active EE | $1,311 | $5,706-77.0% | $5,011-73.8% | $4,761-72.5% |
| Participant deferral / active EE | $6,328 | $5,954+6.3% | $5,202+21.7% | $5,982+5.8% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |