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 | $19,891 | $105,126-81.1% | $94,646-79.0% | $139,434-85.7% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 22.68% | 38.03%-15.3pp | 156.71%-134.0pp | 372.94%-350.3pp |
| Employer contribution / active EE | $2,065 | $4,106-49.7% | $3,672-43.8% | $4,751-56.5% |
| Participant deferral / active EE | $8,917 | $7,599+17.3% | $7,418+20.2% | $6,710+32.9% |
| Admin fee / account holder | $28 | $8,984-99.7% | $7,231-99.6% | $11,403-99.8% |