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 | $26,620 | $105,126-74.7% | $94,646-71.9% | $139,434-80.9% |
| Participation rate | 83.3% | 82.4%+1.0pp | 80.8%+2.5pp | 80.3%+3.0pp |
| Annual return | 22.26% | 38.03%-15.8pp | 156.71%-134.4pp | 372.94%-350.7pp |
| Employer contribution / active EE | $2,626 | $4,106-36.0% | $3,672-28.5% | $4,751-44.7% |
| Participant deferral / active EE | $7,690 | $7,599+1.2% | $7,418+3.7% | $6,710+14.6% |
| Admin fee / account holder | $151 | $8,984-98.3% | $7,231-97.9% | $11,403-98.7% |