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 6-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 | $56,455 | $228,332-75.3% | $185,823-69.6% | $158,922-64.5% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 38.02% | 40.80%-2.8pp | 35.95%+2.1pp | 302.83%-264.8pp |
| Employer contribution / active EE | $670 | $4,967-86.5% | $4,087-83.6% | $4,761-85.9% |
| Participant deferral / active EE | $13,000 | $6,415+102.7% | $5,632+130.8% | $5,982+117.3% |
| Admin fee / account holder | $240 | $11,864-98.0% | $9,500-97.5% | $11,246-97.9% |