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 | $40,081 | $159,602-74.9% | $150,045-73.3% | $142,382-71.8% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 21.60% | 70.24%-48.6pp | 62.55%-41.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,480 | $4,961-70.2% | $4,693-68.5% | $4,299-65.6% |
| Participant deferral / active EE | $8,258 | $8,310-0.6% | $7,997+3.3% | $6,507+26.9% |
| Admin fee / account holder | $163 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |