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 | $45,629 | $127,065-64.1% | $113,168-59.7% | $142,382-68.0% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 25.23% | 24.03%+1.2pp | 24.27%+1.0pp | 217.08%-191.8pp |
| Employer contribution / active EE | $2,450 | $3,442-28.8% | $2,975-17.6% | $4,299-43.0% |
| Participant deferral / active EE | $12,370 | $5,716+116.4% | $5,107+142.2% | $6,507+90.1% |
| Admin fee / account holder | $67 | $15,736-99.6% | $12,068-99.4% | $12,624-99.5% |