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 7-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 | $27,769 | $176,056-84.2% | $159,436-82.6% | $167,490-83.4% |
| Participation rate | 93.8% | 84.9%+8.8pp | 82.8%+10.9pp | 82.1%+11.6pp |
| Annual return | 18.57% | 331.75%-313.2pp | 263.57%-245.0pp | 478.56%-460.0pp |
| Employer contribution / active EE | $1,160 | $5,297-78.1% | $4,829-76.0% | $4,837-76.0% |
| Participant deferral / active EE | $4,843 | $7,750-37.5% | $7,352-34.1% | $6,341-23.6% |
| Admin fee / account holder | $109 | $12,554-99.1% | $10,799-99.0% | $12,309-99.1% |