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 | $42,529 | $177,572-76.0% | $154,803-72.5% | $142,382-70.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 18.68% | 65.07%-46.4pp | 58.88%-40.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,453 | $4,810-69.8% | $4,305-66.3% | $4,299-66.2% |
| Participant deferral / active EE | $5,638 | $6,272-10.1% | $5,540+1.8% | $6,507-13.4% |
| Admin fee / account holder | $142 | $16,786-99.2% | $14,329-99.0% | $12,624-98.9% |