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 | $31,417 | $133,922-76.5% | $116,228-73.0% | $142,382-77.9% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.6%-4.6pp | 80.1%-10.1pp |
| Annual return | 18.45% | 147.76%-129.3pp | 90.06%-71.6pp | 217.08%-198.6pp |
| Employer contribution / active EE | $814 | $3,446-76.4% | $2,994-72.8% | $4,299-81.1% |
| Participant deferral / active EE | $3,373 | $5,672-40.5% | $4,953-31.9% | $6,507-48.2% |
| Admin fee / account holder | $181 | $14,945-98.8% | $11,989-98.5% | $12,624-98.6% |