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 8-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 | $28,219 | $210,648-86.6% | $177,989-84.1% | $145,922-80.7% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 11.86% | 385.86%-374.0pp | 294.48%-282.6pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,395 | $4,565-69.4% | $3,949-64.7% | $4,660-70.1% |
| Participant deferral / active EE | $3,323 | $6,958-52.2% | $6,276-47.0% | $6,688-50.3% |
| Admin fee / account holder | $16 | $12,013-99.9% | $10,363-99.8% | $13,397-99.9% |