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 | $31,719 | $159,602-80.1% | $150,045-78.9% | $142,382-77.7% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 27.23% | 70.24%-43.0pp | 62.55%-35.3pp | 217.08%-189.8pp |
| Employer contribution / active EE | $3,753 | $4,961-24.4% | $4,693-20.0% | $4,299-12.7% |
| Participant deferral / active EE | $8,486 | $8,310+2.1% | $7,997+6.1% | $6,507+30.4% |
| Admin fee / account holder | $37 | $14,846-99.8% | $13,435-99.7% | $12,624-99.7% |