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 7-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 | $18,170 | $202,432-91.0% | $169,368-89.3% | $139,434-87.0% |
| Participation rate | 81.8% | 81.1%+0.8pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 16.68% | 531.74%-515.1pp | 405.60%-388.9pp | 372.94%-356.3pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,676 | $6,938-32.6% | $6,221-24.8% | $6,710-30.3% |
| Admin fee / account holder | $266 | $10,708-97.5% | $9,003-97.0% | $11,403-97.7% |