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 3-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 | $33,398 | $159,602-79.1% | $150,045-77.7% | $142,382-76.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 24.30% | 70.24%-45.9pp | 62.55%-38.3pp | 217.08%-192.8pp |
| Employer contribution / active EE | $3,033 | $4,961-38.9% | $4,693-35.4% | $4,299-29.5% |
| Participant deferral / active EE | $7,659 | $8,310-7.8% | $7,997-4.2% | $6,507+17.7% |
| Admin fee / account holder | $20 | $14,846-99.9% | $13,435-99.9% | $12,624-99.8% |