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 | $25,486 | $179,726-85.8% | $156,263-83.7% | $142,382-82.1% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.9%-6.2pp | 80.1%-7.4pp |
| Annual return | 20.01% | 77.86%-57.9pp | 59.47%-39.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,487 | $5,069-50.9% | $4,333-42.6% | $4,299-42.2% |
| Participant deferral / active EE | $5,423 | $6,956-22.0% | $6,158-11.9% | $6,507-16.7% |
| Admin fee / account holder | $228 | $17,272-98.7% | $14,255-98.4% | $12,624-98.2% |