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 8-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 | $35,967 | $179,726-80.0% | $156,263-77.0% | $142,382-74.7% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 15.48% | 77.86%-62.4pp | 59.47%-44.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,499 | $5,069-50.7% | $4,333-42.3% | $4,299-41.9% |
| Participant deferral / active EE | $4,363 | $6,956-37.3% | $6,158-29.1% | $6,507-32.9% |
| Admin fee / account holder | $154 | $17,272-99.1% | $14,255-98.9% | $12,624-98.8% |