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 5-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 | $22,117 | $126,574-82.5% | $106,213-79.2% | $145,922-84.8% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 10.81% | 224.79%-214.0pp | 116.14%-105.3pp | 561.29%-550.5pp |
| Employer contribution / active EE | $957 | $3,730-74.3% | $3,171-69.8% | $4,660-79.5% |
| Participant deferral / active EE | $3,864 | $5,724-32.5% | $5,016-23.0% | $6,688-42.2% |
| Admin fee / account holder | $214 | $17,304-98.8% | $11,033-98.1% | $13,397-98.4% |