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 | $25,240 | $100,773-75.0% | $88,946-71.6% | $142,382-82.3% |
| Participation rate | 73.7% | 74.3%-0.6pp | 68.8%+4.8pp | 80.1%-6.4pp |
| Annual return | 23.90% | 70.18%-46.3pp | 57.82%-33.9pp | 217.08%-193.2pp |
| Employer contribution / active EE | $2,020 | $2,918-30.8% | $2,555-20.9% | $4,299-53.0% |
| Participant deferral / active EE | $5,411 | $5,230+3.5% | $4,581+18.1% | $6,507-16.8% |
| Admin fee / account holder | $101 | $9,693-99.0% | $8,261-98.8% | $12,624-99.2% |