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 | $40,698 | $214,378-81.0% | $200,582-79.7% | $142,382-71.4% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 22.44% | 46.41%-24.0pp | 42.33%-19.9pp | 217.08%-194.6pp |
| Employer contribution / active EE | $4,971 | $6,841-27.3% | $6,419-22.6% | $4,299+15.6% |
| Participant deferral / active EE | $9,381 | $9,865-4.9% | $9,331+0.5% | $6,507+44.2% |
| Admin fee / account holder | $77 | $17,692-99.6% | $16,305-99.5% | $12,624-99.4% |