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 | $26,703 | $214,378-87.5% | $200,582-86.7% | $142,382-81.2% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 31.69% | 46.41%-14.7pp | 42.33%-10.6pp | 217.08%-185.4pp |
| Employer contribution / active EE | $3,340 | $6,841-51.2% | $6,419-48.0% | $4,299-22.3% |
| Participant deferral / active EE | $9,088 | $9,865-7.9% | $9,331-2.6% | $6,507+39.7% |
| Admin fee / account holder | $214 | $17,692-98.8% | $16,305-98.7% | $12,624-98.3% |