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 | $34,484 | $217,402-84.1% | $185,823-81.4% | $167,490-79.4% |
| Participation rate | 84.6% | 86.0%-1.4pp | 81.7%+2.9pp | 82.1%+2.5pp |
| Annual return | 28.66% | 148.36%-119.7pp | 122.05%-93.4pp | 478.56%-449.9pp |
| Employer contribution / active EE | $1,272 | $5,873-78.3% | $5,167-75.4% | $4,837-73.7% |
| Participant deferral / active EE | $4,871 | $6,356-23.4% | $5,568-12.5% | $6,341-23.2% |
| Admin fee / account holder | $125 | $19,811-99.4% | $16,237-99.2% | $12,309-99.0% |