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 | $40,387 | $114,381-64.7% | $107,525-62.4% | $142,382-71.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 20.27% | 242.71%-222.4pp | 181.32%-161.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,837 | $4,015-29.3% | $3,754-24.4% | $4,299-34.0% |
| Participant deferral / active EE | $4,690 | $5,564-15.7% | $5,116-8.3% | $6,507-27.9% |
| Admin fee / account holder | $219 | $9,860-97.8% | $8,919-97.5% | $12,624-98.3% |