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 | $26,468 | $106,584-75.2% | $101,326-73.9% | $142,382-81.4% |
| Participation rate | 77.8% | 82.7%-4.9pp | 81.5%-3.7pp | 80.1%-2.3pp |
| Annual return | 16.94% | 36.93%-20.0pp | 36.82%-19.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,583 | $3,956-60.0% | $3,665-56.8% | $4,299-63.2% |
| Participant deferral / active EE | $4,989 | $8,297-39.9% | $7,994-37.6% | $6,507-23.3% |
| Admin fee / account holder | $169 | $11,446-98.5% | $11,185-98.5% | $12,624-98.7% |