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 | $33,230 | $85,006-60.9% | $76,190-56.4% | $145,922-77.2% |
| Participation rate | 88.2% | 82.9%+5.4pp | 79.3%+9.0pp | 80.3%+8.0pp |
| Annual return | 18.37% | 13.11%+5.3pp | 13.78%+4.6pp | 561.29%-542.9pp |
| Employer contribution / active EE | $5,390 | $5,265+2.4% | $4,578+17.7% | $4,660+15.7% |
| Participant deferral / active EE | $11,629 | $6,392+81.9% | $5,474+112.4% | $6,688+73.9% |
| Admin fee / account holder | $23 | $5,760-99.6% | $5,123-99.5% | $13,397-99.8% |