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 | $57,972 | $100,754-42.5% | $86,677-33.1% | $134,475-56.9% |
| Participation rate | 77.8% | 78.9%-1.2pp | 76.6%+1.2pp | 81.2%-3.4pp |
| Annual return | 26.26% | 29.04%-2.8pp | 35.91%-9.6pp | 417.96%-391.7pp |
| Employer contribution / active EE | $1,674 | $3,489-52.0% | $2,836-41.0% | $4,740-64.7% |
| Participant deferral / active EE | $2,111 | $5,338-60.5% | $4,656-54.7% | $6,400-67.0% |
| Admin fee / account holder | $207 | $10,926-98.1% | $7,493-97.2% | $11,426-98.2% |