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 | $12,835 | $74,888-82.9% | $71,209-82.0% | $142,382-91.0% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 25.18% | 345.14%-320.0pp | 282.51%-257.3pp | 217.08%-191.9pp |
| Employer contribution / active EE | $2,284 | $2,854-20.0% | $2,721-16.1% | $4,299-46.9% |
| Participant deferral / active EE | $2,645 | $4,454-40.6% | $4,175-36.6% | $6,507-59.3% |
| Admin fee / account holder | $44 | $5,568-99.2% | $5,349-99.2% | $12,624-99.7% |