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 5-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 | $16,409 | $202,432-91.9% | $169,368-90.3% | $139,434-88.2% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 21.57% | 531.74%-510.2pp | 405.60%-384.0pp | 372.94%-351.4pp |
| Employer contribution / active EE | $1,843 | $4,692-60.7% | $4,013-54.1% | $4,751-61.2% |
| Participant deferral / active EE | $1,843 | $6,938-73.4% | $6,221-70.4% | $6,710-72.5% |
| Admin fee / account holder | $198 | $10,708-98.2% | $9,003-97.8% | $11,403-98.3% |