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 4-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 | $34,488 | $94,752-63.6% | $112,887-69.4% | $139,434-75.3% |
| Participation rate | 83.3% | 81.3%+2.1pp | 80.5%+2.8pp | 80.3%+3.0pp |
| Annual return | 26.41% | 40.88%-14.5pp | 34.10%-7.7pp | 372.94%-346.5pp |
| Employer contribution / active EE | $1,480 | $4,625-68.0% | $4,563-67.6% | $4,751-68.8% |
| Participant deferral / active EE | $8,963 | $6,512+37.6% | $6,513+37.6% | $6,710+33.6% |
| Admin fee / account holder | $176 | $8,527-97.9% | $7,047-97.5% | $11,403-98.5% |