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 4-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 | $29,153 | $74,888-61.1% | $71,209-59.1% | $142,382-79.5% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 21.25% | 345.14%-323.9pp | 282.51%-261.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,902 | $2,854+1.7% | $2,721+6.6% | $4,299-32.5% |
| Participant deferral / active EE | $3,466 | $4,454-22.2% | $4,175-17.0% | $6,507-46.7% |
| Admin fee / account holder | $129 | $5,568-97.7% | $5,349-97.6% | $12,624-99.0% |