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 | $40,945 | $114,381-64.2% | $107,525-61.9% | $142,382-71.2% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.1%+19.7pp | 80.1%+14.6pp |
| Annual return | 22.04% | 242.71%-220.7pp | 181.32%-159.3pp | 217.08%-195.0pp |
| Employer contribution / active EE | $3,335 | $4,015-16.9% | $3,754-11.2% | $4,299-22.4% |
| Participant deferral / active EE | $9,056 | $5,564+62.8% | $5,116+77.0% | $6,507+39.2% |
| Admin fee / account holder | $164 | $9,860-98.3% | $8,919-98.2% | $12,624-98.7% |