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 | $13,886 | $106,515-87.0% | $96,683-85.6% | $139,434-90.0% |
| Participation rate | 82.4% | 77.8%+4.5pp | 74.3%+8.0pp | 80.3%+2.0pp |
| Annual return | 40.37% | 38.43%+1.9pp | 35.69%+4.7pp | 372.94%-332.6pp |
| Employer contribution / active EE | $3,113 | $4,103-24.1% | $3,737-16.7% | $4,751-34.5% |
| Participant deferral / active EE | $4,003 | $5,454-26.6% | $4,878-17.9% | $6,710-40.3% |
| Admin fee / account holder | $117 | $7,877-98.5% | $6,730-98.3% | $11,403-99.0% |