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 | $40,902 | $159,602-74.4% | $150,045-72.7% | $142,382-71.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 22.11% | 70.24%-48.1pp | 62.55%-40.4pp | 217.08%-195.0pp |
| Employer contribution / active EE | $2,284 | $4,961-54.0% | $4,693-51.3% | $4,299-46.9% |
| Participant deferral / active EE | $6,929 | $8,310-16.6% | $7,997-13.4% | $6,507+6.5% |
| Admin fee / account holder | $98 | $14,846-99.3% | $13,435-99.3% | $12,624-99.2% |