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 3-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 | $4,310 | $74,888-94.2% | $71,209-93.9% | $142,382-97.0% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 43.70% | 345.14%-301.4pp | 282.51%-238.8pp | 217.08%-173.4pp |
| Employer contribution / active EE | $2,386 | $2,854-16.4% | $2,721-12.3% | $4,299-44.5% |
| Participant deferral / active EE | $2,025 | $4,454-54.5% | $4,175-51.5% | $6,507-68.9% |
| Admin fee / account holder | $59 | $5,568-98.9% | $5,349-98.9% | $12,624-99.5% |