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 | $15,192 | $85,022-82.1% | $70,515-78.5% | $139,434-89.1% |
| Participation rate | 75.0% | 73.9%+1.1pp | 68.3%+6.7pp | 80.3%-5.3pp |
| Annual return | 39.26% | 30.38%+8.9pp | 32.77%+6.5pp | 372.94%-333.7pp |
| Employer contribution / active EE | $5,306 | $3,909+35.7% | $2,973+78.4% | $4,751+11.7% |
| Participant deferral / active EE | $5,623 | $5,890-4.5% | $4,567+23.1% | $6,710-16.2% |
| Admin fee / account holder | $293 | $8,906-96.7% | $6,412-95.4% | $11,403-97.4% |