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 7-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 | $28,624 | $103,376-72.3% | $87,100-67.1% | $152,861-81.3% |
| Participation rate | 72.7% | 79.3%-6.6pp | 76.9%-4.1pp | 82.4%-9.7pp |
| Annual return | 29.67% | 28.10%+1.6pp | 28.19%+1.5pp | 345.32%-315.6pp |
| Employer contribution / active EE | $2,106 | $3,220-34.6% | $2,521-16.5% | $4,762-55.8% |
| Participant deferral / active EE | $6,470 | $4,778+35.4% | $4,049+59.8% | $5,850+10.6% |
| Admin fee / account holder | $229 | $12,205-98.1% | $7,497-96.9% | $11,596-98.0% |