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 | $27,739 | $114,381-75.7% | $107,525-74.2% | $142,382-80.5% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 19.62% | 242.71%-223.1pp | 181.32%-161.7pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,705 | $4,015-57.5% | $3,754-54.6% | $4,299-60.3% |
| Participant deferral / active EE | $4,927 | $5,564-11.4% | $5,116-3.7% | $6,507-24.3% |
| Admin fee / account holder | $37 | $9,860-99.6% | $8,919-99.6% | $12,624-99.7% |