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 8-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 | $41,911 | $140,940-70.3% | $112,229-62.7% | $139,434-69.9% |
| Participation rate | 76.9% | 79.2%-2.3pp | 72.4%+4.5pp | 80.3%-3.4pp |
| Annual return | 28.91% | 32.71%-3.8pp | 30.20%-1.3pp | 372.94%-344.0pp |
| Employer contribution / active EE | $1,442 | $4,283-66.3% | $3,430-58.0% | $4,751-69.7% |
| Participant deferral / active EE | $4,425 | $5,874-24.7% | $4,798-7.8% | $6,710-34.1% |
| Admin fee / account holder | $257 | $9,954-97.4% | $7,748-96.7% | $11,403-97.7% |