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 | $42,903 | $106,584-59.7% | $101,326-57.7% | $142,382-69.9% |
| Participation rate | 81.0% | 82.7%-1.7pp | 81.5%-0.5pp | 80.1%+0.8pp |
| Annual return | 19.27% | 36.93%-17.7pp | 36.82%-17.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $3,338 | $3,956-15.6% | $3,665-8.9% | $4,299-22.4% |
| Participant deferral / active EE | $7,675 | $8,297-7.5% | $7,994-4.0% | $6,507+18.0% |
| Admin fee / account holder | $5 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |