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 | $22,510 | $114,381-80.3% | $107,525-79.1% | $142,382-84.2% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 21.44% | 242.71%-221.3pp | 181.32%-159.9pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,245 | $4,015-69.0% | $3,754-66.8% | $4,299-71.0% |
| Participant deferral / active EE | $5,229 | $5,564-6.0% | $5,116+2.2% | $6,507-19.6% |
| Admin fee / account holder | $229 | $9,860-97.7% | $8,919-97.4% | $12,624-98.2% |