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 | $30,523 | $96,635-68.4% | $86,612-64.8% | $139,434-78.1% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 22.51% | 106.41%-83.9pp | 591.07%-568.6pp | 372.94%-350.4pp |
| Employer contribution / active EE | $2,636 | $3,263-19.2% | $3,022-12.8% | $4,751-44.5% |
| Participant deferral / active EE | $3,953 | $4,836-18.3% | $4,438-10.9% | $6,710-41.1% |
| Admin fee / account holder | $125 | $6,408-98.1% | $5,614-97.8% | $11,403-98.9% |