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 | $36,546 | $107,334-66.0% | $92,893-60.7% | $152,861-76.1% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.4%-9.7pp |
| Annual return | 29.36% | 145.58%-116.2pp | 109.41%-80.1pp | 345.32%-316.0pp |
| Employer contribution / active EE | $4,717 | $4,221+11.7% | $3,653+29.1% | $4,762-1.0% |
| Participant deferral / active EE | $4,841 | $4,845-0.1% | $4,236+14.3% | $5,850-17.3% |
| Admin fee / account holder | $154 | $7,079-97.8% | $5,794-97.3% | $11,596-98.7% |