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 | $23,742 | $114,381-79.2% | $107,525-77.9% | $142,382-83.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 16.43% | 242.71%-226.3pp | 181.32%-164.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,382 | $4,015-65.6% | $3,754-63.2% | $4,299-67.9% |
| Participant deferral / active EE | $4,107 | $5,564-26.2% | $5,116-19.7% | $6,507-36.9% |
| Admin fee / account holder | $202 | $9,860-98.0% | $8,919-97.7% | $12,624-98.4% |