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 7-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 | $25,406 | $159,602-84.1% | $150,045-83.1% | $142,382-82.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 21.46% | 70.24%-48.8pp | 62.55%-41.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,632 | $4,961-67.1% | $4,693-65.2% | $4,299-62.0% |
| Participant deferral / active EE | $2,758 | $8,310-66.8% | $7,997-65.5% | $6,507-57.6% |
| Admin fee / account holder | $284 | $14,846-98.1% | $13,435-97.9% | $12,624-97.8% |