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 6-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 | $26,830 | $176,056-84.8% | $159,436-83.2% | $167,490-84.0% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 21.85% | 331.75%-309.9pp | 263.57%-241.7pp | 478.56%-456.7pp |
| Employer contribution / active EE | $1,844 | $5,297-65.2% | $4,829-61.8% | $4,837-61.9% |
| Participant deferral / active EE | $4,361 | $7,750-43.7% | $7,352-40.7% | $6,341-31.2% |
| Admin fee / account holder | $108 | $12,554-99.1% | $10,799-99.0% | $12,309-99.1% |