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 | $27,642 | $111,724-75.3% | $93,606-70.5% | $145,922-81.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 17.42% | 202.98%-185.6pp | 133.20%-115.8pp | 561.29%-543.9pp |
| Employer contribution / active EE | $3,506 | $3,090+13.5% | $2,420+44.9% | $4,660-24.8% |
| Participant deferral / active EE | $3,467 | $4,912-29.4% | $4,411-21.4% | $6,688-48.2% |
| Admin fee / account holder | $42 | $10,250-99.6% | $8,285-99.5% | $13,397-99.7% |