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 6-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 | $43,234 | $133,922-67.7% | $116,228-62.8% | $142,382-69.6% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.6%+5.4pp | 80.1%-0.1pp |
| Annual return | 23.14% | 147.76%-124.6pp | 90.06%-66.9pp | 217.08%-193.9pp |
| Employer contribution / active EE | $1,022 | $3,446-70.3% | $2,994-65.9% | $4,299-76.2% |
| Participant deferral / active EE | $4,893 | $5,672-13.7% | $4,953-1.2% | $6,507-24.8% |
| Admin fee / account holder | $43 | $14,945-99.7% | $11,989-99.6% | $12,624-99.7% |