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 7-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 | $26,431 | $214,378-87.7% | $200,582-86.8% | $142,382-81.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 22.06% | 46.41%-24.3pp | 42.33%-20.3pp | 217.08%-195.0pp |
| Employer contribution / active EE | $4,459 | $6,841-34.8% | $6,419-30.5% | $4,299+3.7% |
| Participant deferral / active EE | $4,695 | $9,865-52.4% | $9,331-49.7% | $6,507-27.9% |
| Admin fee / account holder | $71 | $17,692-99.6% | $16,305-99.6% | $12,624-99.4% |