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 | $35,402 | $106,515-66.8% | $96,683-63.4% | $139,434-74.6% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 27.18% | 38.43%-11.2pp | 35.69%-8.5pp | 372.94%-345.8pp |
| Employer contribution / active EE | $1,160 | $4,103-71.7% | $3,737-69.0% | $4,751-75.6% |
| Participant deferral / active EE | $11,525 | $5,454+111.3% | $4,878+136.3% | $6,710+71.8% |
| Admin fee / account holder | $257 | $7,877-96.7% | $6,730-96.2% | $11,403-97.7% |