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 | $24,411 | $114,381-78.7% | $107,525-77.3% | $142,382-82.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 18.42% | 242.71%-224.3pp | 181.32%-162.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,732 | $4,015-56.9% | $3,754-53.9% | $4,299-59.7% |
| Participant deferral / active EE | $4,430 | $5,564-20.4% | $5,116-13.4% | $6,507-31.9% |
| Admin fee / account holder | $199 | $9,860-98.0% | $8,919-97.8% | $12,624-98.4% |