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 | $42,091 | $159,602-73.6% | $150,045-71.9% | $142,382-70.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 21.92% | 70.24%-48.3pp | 62.55%-40.6pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,125 | $4,961-57.2% | $4,693-54.7% | $4,299-50.6% |
| Participant deferral / active EE | $9,102 | $8,310+9.5% | $7,997+13.8% | $6,507+39.9% |
| Admin fee / account holder | $245 | $14,846-98.3% | $13,435-98.2% | $12,624-98.1% |