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 | $43,758 | $214,378-79.6% | $200,582-78.2% | $142,382-69.3% |
| Participation rate | 87.0% | 87.4%-0.5pp | 86.9%+0.1pp | 80.1%+6.8pp |
| Annual return | 17.66% | 46.41%-28.7pp | 42.33%-24.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $8,227 | $6,841+20.3% | $6,419+28.2% | $4,299+91.4% |
| Participant deferral / active EE | $8,055 | $9,865-18.3% | $9,331-13.7% | $6,507+23.8% |
| Admin fee / account holder | $287 | $17,692-98.4% | $16,305-98.2% | $12,624-97.7% |