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 8-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 | $42,668 | $183,519-76.8% | $155,509-72.6% | $145,922-70.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.63% | 61.17%-46.5pp | 64.67%-50.0pp | 561.29%-546.7pp |
| Employer contribution / active EE | $3,740 | $5,313-29.6% | $4,672-20.0% | $4,660-19.7% |
| Participant deferral / active EE | $3,468 | $6,462-46.3% | $5,626-38.4% | $6,688-48.1% |
| Admin fee / account holder | $37 | $19,313-99.8% | $15,912-99.8% | $13,397-99.7% |