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 | $20,603 | $175,202-88.2% | $149,673-86.2% | $139,434-85.2% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 30.41% | 166.71%-136.3pp | 134.42%-104.0pp | 372.94%-342.5pp |
| Employer contribution / active EE | $1,805 | $5,474-67.0% | $4,818-62.5% | $4,751-62.0% |
| Participant deferral / active EE | $4,215 | $6,519-35.3% | $5,680-25.8% | $6,710-37.2% |
| Admin fee / account holder | $295 | $16,150-98.2% | $13,210-97.8% | $11,403-97.4% |