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 | $43,372 | $201,272-78.5% | $184,203-76.5% | $145,922-70.3% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 30.91% | 29.00%+1.9pp | 28.81%+2.1pp | 561.29%-530.4pp |
| Employer contribution / active EE | $7,589 | $7,022+8.1% | $6,427+18.1% | $4,660+62.9% |
| Participant deferral / active EE | $11,542 | $9,806+17.7% | $9,131+26.4% | $6,688+72.6% |
| Admin fee / account holder | $52 | $16,364-99.7% | $13,901-99.6% | $13,397-99.6% |