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 | $33,770 | $209,411-83.9% | $178,490-81.1% | $158,922-78.8% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 14.65% | 188.75%-174.1pp | 151.07%-136.4pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,760 | $5,706-69.2% | $5,011-64.9% | $4,761-63.0% |
| Participant deferral / active EE | $7,770 | $5,954+30.5% | $5,202+49.4% | $5,982+29.9% |
| Admin fee / account holder | $233 | $17,074-98.6% | $13,984-98.3% | $11,246-97.9% |