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 | $37,525 | $106,515-64.8% | $96,683-61.2% | $139,434-73.1% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 36.28% | 38.43%-2.1pp | 35.69%+0.6pp | 372.94%-336.7pp |
| Employer contribution / active EE | $1,847 | $4,103-55.0% | $3,737-50.6% | $4,751-61.1% |
| Participant deferral / active EE | $15,241 | $5,454+179.5% | $4,878+212.4% | $6,710+127.1% |
| Admin fee / account holder | $20 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |