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 | $71,480 | $214,378-66.7% | $200,582-64.4% | $142,382-49.8% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 20.31% | 46.41%-26.1pp | 42.33%-22.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,220 | $6,841-67.6% | $6,419-65.4% | $4,299-48.4% |
| Participant deferral / active EE | $8,418 | $9,865-14.7% | $9,331-9.8% | $6,507+29.4% |
| Admin fee / account holder | $118 | $17,692-99.3% | $16,305-99.3% | $12,624-99.1% |