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 | $38,989 | $74,888-47.9% | $71,209-45.2% | $142,382-72.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 21.10% | 345.14%-324.0pp | 282.51%-261.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $2,500 | $2,854-12.4% | $2,721-8.1% | $4,299-41.8% |
| Participant deferral / active EE | $3,230 | $4,454-27.5% | $4,175-22.6% | $6,507-50.4% |
| Admin fee / account holder | $79 | $5,568-98.6% | $5,349-98.5% | $12,624-99.4% |