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 | $35,608 | $177,572-79.9% | $154,803-77.0% | $142,382-75.0% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 20.15% | 65.07%-44.9pp | 58.88%-38.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,167 | $4,810-54.9% | $4,305-49.7% | $4,299-49.6% |
| Participant deferral / active EE | $6,833 | $6,272+8.9% | $5,540+23.3% | $6,507+5.0% |
| Admin fee / account holder | $152 | $16,786-99.1% | $14,329-98.9% | $12,624-98.8% |