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 | $26,678 | $106,584-75.0% | $101,326-73.7% | $142,382-81.3% |
| Participation rate | 85.7% | 82.7%+3.0pp | 81.5%+4.2pp | 80.1%+5.6pp |
| Annual return | 27.64% | 36.93%-9.3pp | 36.82%-9.2pp | 217.08%-189.4pp |
| Employer contribution / active EE | $4,075 | $3,956+3.0% | $3,665+11.2% | $4,299-5.2% |
| Participant deferral / active EE | $9,676 | $8,297+16.6% | $7,994+21.0% | $6,507+48.7% |
| Admin fee / account holder | $46 | $11,446-99.6% | $11,185-99.6% | $12,624-99.6% |