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 | $17,466 | $114,381-84.7% | $107,525-83.8% | $142,382-87.7% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 19.07% | 242.71%-223.6pp | 181.32%-162.2pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,820 | $4,015-54.7% | $3,754-51.5% | $4,299-57.7% |
| Participant deferral / active EE | $2,930 | $5,564-47.3% | $5,116-42.7% | $6,507-55.0% |
| Admin fee / account holder | $63 | $9,860-99.4% | $8,919-99.3% | $12,624-99.5% |