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 | $30,196 | $114,381-73.6% | $107,525-71.9% | $142,382-78.8% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 12.61% | 242.71%-230.1pp | 181.32%-168.7pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,502 | $4,015-37.7% | $3,754-33.3% | $4,299-41.8% |
| Participant deferral / active EE | $3,000 | $5,564-46.1% | $5,116-41.4% | $6,507-53.9% |
| Admin fee / account holder | $247 | $9,860-97.5% | $8,919-97.2% | $12,624-98.0% |