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 | $39,196 | $100,773-61.1% | $88,946-55.9% | $142,382-72.5% |
| Participation rate | 81.8% | 74.3%+7.5pp | 68.8%+13.0pp | 80.1%+1.7pp |
| Annual return | 24.27% | 70.18%-45.9pp | 57.82%-33.6pp | 217.08%-192.8pp |
| Employer contribution / active EE | $2,324 | $2,918-20.4% | $2,555-9.1% | $4,299-46.0% |
| Participant deferral / active EE | $11,617 | $5,230+122.1% | $4,581+153.6% | $6,507+78.5% |
| Admin fee / account holder | $72 | $9,693-99.3% | $8,261-99.1% | $12,624-99.4% |