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 | $30,312 | $159,602-81.0% | $150,045-79.8% | $142,382-78.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 22.94% | 70.24%-47.3pp | 62.55%-39.6pp | 217.08%-194.1pp |
| Employer contribution / active EE | $1,970 | $4,961-60.3% | $4,693-58.0% | $4,299-54.2% |
| Participant deferral / active EE | $6,699 | $8,310-19.4% | $7,997-16.2% | $6,507+3.0% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |