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 | $20,985 | $177,572-88.2% | $154,803-86.4% | $142,382-85.3% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 22.14% | 65.07%-42.9pp | 58.88%-36.7pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,508 | $4,810-68.7% | $4,305-65.0% | $4,299-64.9% |
| Participant deferral / active EE | $7,010 | $6,272+11.8% | $5,540+26.5% | $6,507+7.7% |
| Admin fee / account holder | $51 | $16,786-99.7% | $14,329-99.6% | $12,624-99.6% |