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 | $40,363 | $159,602-74.7% | $150,045-73.1% | $142,382-71.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 21.91% | 70.24%-48.3pp | 62.55%-40.6pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,409 | $4,961-51.4% | $4,693-48.7% | $4,299-44.0% |
| Participant deferral / active EE | $3,017 | $8,310-63.7% | $7,997-62.3% | $6,507-53.6% |
| Admin fee / account holder | $20 | $14,846-99.9% | $13,435-99.9% | $12,624-99.8% |