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 | $32,454 | $159,602-79.7% | $150,045-78.4% | $142,382-77.2% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 22.03% | 70.24%-48.2pp | 62.55%-40.5pp | 217.08%-195.0pp |
| Employer contribution / active EE | $3,957 | $4,961-20.2% | $4,693-15.7% | $4,299-8.0% |
| Participant deferral / active EE | $8,987 | $8,310+8.1% | $7,997+12.4% | $6,507+38.1% |
| Admin fee / account holder | $292 | $14,846-98.0% | $13,435-97.8% | $12,624-97.7% |