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 9-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 | $32,520 | $91,037-64.3% | $71,671-54.6% | $147,584-78.0% |
| Participation rate | 93.3% | 76.1%+17.2pp | 68.7%+24.6pp | 82.8%+10.5pp |
| Annual return | 20.44% | 20.48%0pp | 20.65%-0.2pp | 578.55%-558.1pp |
| Employer contribution / active EE | $1,966 | $3,327-40.9% | $2,460-20.1% | $4,876-59.7% |
| Participant deferral / active EE | $5,247 | $4,498+16.7% | $3,438+52.6% | $5,439-3.5% |
| Admin fee / account holder | $282 | $8,613-96.7% | $5,558-94.9% | $10,885-97.4% |