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 | $38,632 | $201,272-80.8% | $184,203-79.0% | $145,922-73.5% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 18.52% | 29.00%-10.5pp | 28.81%-10.3pp | 561.29%-542.8pp |
| Employer contribution / active EE | $1,826 | $7,022-74.0% | $6,427-71.6% | $4,660-60.8% |
| Participant deferral / active EE | $3,247 | $9,806-66.9% | $9,131-64.4% | $6,688-51.4% |
| Admin fee / account holder | $255 | $16,364-98.4% | $13,901-98.2% | $13,397-98.1% |