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 | $38,209 | $177,572-78.5% | $154,803-75.3% | $142,382-73.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 17.96% | 65.07%-47.1pp | 58.88%-40.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,835 | $4,810-61.9% | $4,305-57.4% | $4,299-57.3% |
| Participant deferral / active EE | $9,024 | $6,272+43.9% | $5,540+62.9% | $6,507+38.7% |
| Admin fee / account holder | $210 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |