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 | $21,748 | $176,056-87.6% | $159,436-86.4% | $167,490-87.0% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 21.75% | 331.75%-310.0pp | 263.57%-241.8pp | 478.56%-456.8pp |
| Employer contribution / active EE | $4,154 | $5,297-21.6% | $4,829-14.0% | $4,837-14.1% |
| Participant deferral / active EE | $7,234 | $7,750-6.7% | $7,352-1.6% | $6,341+14.1% |
| Admin fee / account holder | $58 | $12,554-99.5% | $10,799-99.5% | $12,309-99.5% |