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 | $26,591 | $177,572-85.0% | $154,803-82.8% | $142,382-81.3% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 24.33% | 65.07%-40.7pp | 58.88%-34.6pp | 217.08%-192.7pp |
| Employer contribution / active EE | $1,759 | $4,810-63.4% | $4,305-59.2% | $4,299-59.1% |
| Participant deferral / active EE | $4,845 | $6,272-22.7% | $5,540-12.5% | $6,507-25.5% |
| Admin fee / account holder | $87 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |