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 | $32,594 | $201,272-83.8% | $184,203-82.3% | $145,922-77.7% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 16.25% | 29.00%-12.8pp | 28.81%-12.6pp | 561.29%-545.0pp |
| Employer contribution / active EE | $4,314 | $7,022-38.6% | $6,427-32.9% | $4,660-7.4% |
| Participant deferral / active EE | $5,630 | $9,806-42.6% | $9,131-38.3% | $6,688-15.8% |
| Admin fee / account holder | $143 | $16,364-99.1% | $13,901-99.0% | $13,397-98.9% |