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 | $15,678 | $104,974-85.1% | $95,585-83.6% | $142,382-89.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 15.96% | 210.33%-194.4pp | 38.56%-22.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,176 | $2,779-57.7% | $2,527-53.4% | $4,299-72.6% |
| Participant deferral / active EE | $4,282 | $4,352-1.6% | $4,023+6.4% | $6,507-34.2% |
| Admin fee / account holder | $211 | $6,386-96.7% | $6,127-96.6% | $12,624-98.3% |