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 | $34,528 | $114,381-69.8% | $107,525-67.9% | $142,382-75.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 13.42% | 242.71%-229.3pp | 181.32%-167.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,052 | $4,015-73.8% | $3,754-72.0% | $4,299-75.5% |
| Participant deferral / active EE | $2,272 | $5,564-59.2% | $5,116-55.6% | $6,507-65.1% |
| Admin fee / account holder | $213 | $9,860-97.8% | $8,919-97.6% | $12,624-98.3% |