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 | $39,767 | $214,378-81.5% | $200,582-80.2% | $142,382-72.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.25% | 46.41%-24.2pp | 42.33%-20.1pp | 217.08%-194.8pp |
| Employer contribution / active EE | $3,069 | $6,841-55.1% | $6,419-52.2% | $4,299-28.6% |
| Participant deferral / active EE | $6,474 | $9,865-34.4% | $9,331-30.6% | $6,507-0.5% |
| Admin fee / account holder | $70 | $17,692-99.6% | $16,305-99.6% | $12,624-99.4% |