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 | $36,202 | $165,335-78.1% | $149,696-75.8% | $158,922-77.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.91% | 348.15%-330.2pp | 276.60%-258.7pp | 302.83%-284.9pp |
| Employer contribution / active EE | $1,426 | $5,103-72.1% | $4,644-69.3% | $4,761-70.1% |
| Participant deferral / active EE | $4,779 | $7,181-33.5% | $6,842-30.2% | $5,982-20.1% |
| Admin fee / account holder | $86 | $10,807-99.2% | $9,309-99.1% | $11,246-99.2% |