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 | $21,584 | $159,602-86.5% | $150,045-85.6% | $142,382-84.8% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 23.30% | 70.24%-46.9pp | 62.55%-39.2pp | 217.08%-193.8pp |
| Employer contribution / active EE | $1,703 | $4,961-65.7% | $4,693-63.7% | $4,299-60.4% |
| Participant deferral / active EE | $6,944 | $8,310-16.4% | $7,997-13.2% | $6,507+6.7% |
| Admin fee / account holder | $49 | $14,846-99.7% | $13,435-99.6% | $12,624-99.6% |