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 4-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 | $31,533 | $148,534-78.8% | $135,903-76.8% | $139,434-77.4% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 26.99% | 79.19%-52.2pp | 68.23%-41.2pp | 372.94%-346.0pp |
| Employer contribution / active EE | $2,518 | $5,243-52.0% | $4,856-48.1% | $4,751-47.0% |
| Participant deferral / active EE | $8,712 | $8,100+7.6% | $7,758+12.3% | $6,710+29.8% |
| Admin fee / account holder | $54 | $12,400-99.6% | $10,762-99.5% | $11,403-99.5% |