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 | $19,406 | $114,381-83.0% | $107,525-82.0% | $142,382-86.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 22.13% | 242.71%-220.6pp | 181.32%-159.2pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,129 | $4,015-71.9% | $3,754-69.9% | $4,299-73.7% |
| Participant deferral / active EE | $3,464 | $5,564-37.7% | $5,116-32.3% | $6,507-46.8% |
| Admin fee / account holder | $126 | $9,860-98.7% | $8,919-98.6% | $12,624-99.0% |