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 | $28,238 | $111,754-74.7% | $103,333-72.7% | $145,922-80.6% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 12.10% | 24.77%-12.7pp | 24.88%-12.8pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,587 | $4,212-38.6% | $3,868-33.1% | $4,660-44.5% |
| Participant deferral / active EE | $5,737 | $5,619+2.1% | $5,057+13.4% | $6,688-14.2% |
| Admin fee / account holder | $194 | $9,750-98.0% | $8,355-97.7% | $13,397-98.6% |