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 | $27,997 | $115,770-75.8% | $101,248-72.3% | $158,922-82.4% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 10.96% | 56.14%-45.2pp | 46.47%-35.5pp | 302.83%-291.9pp |
| Employer contribution / active EE | $3,448 | $4,175-17.4% | $3,660-5.8% | $4,761-27.6% |
| Participant deferral / active EE | $6,635 | $4,957+33.8% | $4,370+51.8% | $5,982+10.9% |
| Admin fee / account holder | $173 | $7,245-97.6% | $5,945-97.1% | $11,246-98.5% |