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 | $33,077 | $185,822-82.2% | $169,993-80.5% | $139,434-76.3% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 25.04% | 60.50%-35.5pp | 53.37%-28.3pp | 372.94%-347.9pp |
| Employer contribution / active EE | $3,385 | $7,590-55.4% | $6,785-50.1% | $4,751-28.7% |
| Participant deferral / active EE | $16,956 | $11,622+45.9% | $10,408+62.9% | $6,710+152.7% |
| Admin fee / account holder | $245 | $15,381-98.4% | $12,815-98.1% | $11,403-97.8% |