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 | $42,827 | $127,065-66.3% | $113,168-62.2% | $142,382-69.9% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 15.82% | 24.03%-8.2pp | 24.27%-8.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,535 | $3,442-55.4% | $2,975-48.4% | $4,299-64.3% |
| Participant deferral / active EE | $1,857 | $5,716-67.5% | $5,107-63.6% | $6,507-71.5% |
| Admin fee / account holder | $215 | $15,736-98.6% | $12,068-98.2% | $12,624-98.3% |