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 6-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 | $28,051 | $185,822-84.9% | $169,993-83.5% | $139,434-79.9% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.5pp |
| Annual return | 13.34% | 60.50%-47.2pp | 53.37%-40.0pp | 372.94%-359.6pp |
| Employer contribution / active EE | $2,178 | $7,590-71.3% | $6,785-67.9% | $4,751-54.1% |
| Participant deferral / active EE | $7,539 | $11,622-35.1% | $10,408-27.6% | $6,710+12.3% |
| Admin fee / account holder | $95 | $15,381-99.4% | $12,815-99.3% | $11,403-99.2% |