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 | $26,404 | $185,822-85.8% | $169,993-84.5% | $139,434-81.1% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 31.40% | 60.50%-29.1pp | 53.37%-22.0pp | 372.94%-341.5pp |
| Employer contribution / active EE | $3,032 | $7,590-60.1% | $6,785-55.3% | $4,751-36.2% |
| Participant deferral / active EE | $8,499 | $11,622-26.9% | $10,408-18.3% | $6,710+26.7% |
| Admin fee / account holder | $135 | $15,381-99.1% | $12,815-98.9% | $11,403-98.8% |