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 | $24,167 | $158,398-84.7% | $126,539-80.9% | $142,382-83.0% |
| Participation rate | 75.0% | 75.8%-0.8pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 21.91% | 593.76%-571.9pp | 425.95%-404.0pp | 217.08%-195.2pp |
| Employer contribution / active EE | $3,351 | $4,650-27.9% | $3,674-8.8% | $4,299-22.1% |
| Participant deferral / active EE | $4,758 | $4,767-0.2% | $4,083+16.5% | $6,507-26.9% |
| Admin fee / account holder | $247 | $6,918-96.4% | $6,065-95.9% | $12,624-98.0% |