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 | $36,587 | $214,378-82.9% | $200,582-81.8% | $142,382-74.3% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 23.23% | 46.41%-23.2pp | 42.33%-19.1pp | 217.08%-193.8pp |
| Employer contribution / active EE | $3,119 | $6,841-54.4% | $6,419-51.4% | $4,299-27.4% |
| Participant deferral / active EE | $5,564 | $9,865-43.6% | $9,331-40.4% | $6,507-14.5% |
| Admin fee / account holder | $70 | $17,692-99.6% | $16,305-99.6% | $12,624-99.4% |