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 | $39,949 | $114,381-65.1% | $107,525-62.8% | $142,382-71.9% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 27.94% | 242.71%-214.8pp | 181.32%-153.4pp | 217.08%-189.1pp |
| Employer contribution / active EE | $850 | $4,015-78.8% | $3,754-77.4% | $4,299-80.2% |
| Participant deferral / active EE | $3,476 | $5,564-37.5% | $5,116-32.1% | $6,507-46.6% |
| Admin fee / account holder | $85 | $9,860-99.1% | $8,919-99.1% | $12,624-99.3% |