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 8-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 | $25,374 | $138,065-81.6% | $123,544-79.5% | $135,375-81.3% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | 3.64% | 153.68%-150.0pp | 119.20%-115.6pp | 519.73%-516.1pp |
| Employer contribution / active EE | $1,567 | $5,151-69.6% | $4,628-66.1% | $4,779-67.2% |
| Participant deferral / active EE | $4,784 | $6,799-29.6% | $6,426-25.5% | $5,609-14.7% |
| Admin fee / account holder | $41 | $10,916-99.6% | $9,284-99.6% | $10,827-99.6% |