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 | $28,832 | $106,584-72.9% | $101,326-71.5% | $142,382-79.8% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 20.59% | 36.93%-16.3pp | 36.82%-16.2pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,447 | $3,956-63.4% | $3,665-60.5% | $4,299-66.3% |
| Participant deferral / active EE | $8,005 | $8,297-3.5% | $7,994+0.1% | $6,507+23.0% |
| Admin fee / account holder | $154 | $11,446-98.7% | $11,185-98.6% | $12,624-98.8% |