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 | $14,089 | $114,381-87.7% | $107,525-86.9% | $142,382-90.1% |
| Participation rate | 73.9% | 78.1%-4.2pp | 75.1%-1.2pp | 80.1%-6.2pp |
| Annual return | 22.42% | 242.71%-220.3pp | 181.32%-158.9pp | 217.08%-194.7pp |
| Employer contribution / active EE | $1,214 | $4,015-69.8% | $3,754-67.7% | $4,299-71.8% |
| Participant deferral / active EE | $2,569 | $5,564-53.8% | $5,116-49.8% | $6,507-60.5% |
| Admin fee / account holder | $151 | $9,860-98.5% | $8,919-98.3% | $12,624-98.8% |