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 | $41,011 | $148,534-72.4% | $135,903-69.8% | $139,434-70.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 29.54% | 79.19%-49.6pp | 68.23%-38.7pp | 372.94%-343.4pp |
| Employer contribution / active EE | $1,383 | $5,243-73.6% | $4,856-71.5% | $4,751-70.9% |
| Participant deferral / active EE | $18,437 | $8,100+127.6% | $7,758+137.7% | $6,710+174.8% |
| Admin fee / account holder | $36 | $12,400-99.7% | $10,762-99.7% | $11,403-99.7% |