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 | $21,538 | $133,922-83.9% | $116,228-81.5% | $142,382-84.9% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.6%-3.1pp | 80.1%-8.7pp |
| Annual return | 18.06% | 147.76%-129.7pp | 90.06%-72.0pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,371 | $3,446-60.2% | $2,994-54.2% | $4,299-68.1% |
| Participant deferral / active EE | $2,259 | $5,672-60.2% | $4,953-54.4% | $6,507-65.3% |
| Admin fee / account holder | $145 | $14,945-99.0% | $11,989-98.8% | $12,624-98.9% |