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 | $20,984 | $127,065-83.5% | $113,168-81.5% | $142,382-85.3% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 20.39% | 24.03%-3.6pp | 24.27%-3.9pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,795 | $3,442-47.9% | $2,975-39.7% | $4,299-58.2% |
| Participant deferral / active EE | $2,279 | $5,716-60.1% | $5,107-55.4% | $6,507-65.0% |
| Admin fee / account holder | $237 | $15,736-98.5% | $12,068-98.0% | $12,624-98.1% |