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 | $29,339 | $108,919-73.1% | $100,391-70.8% | $145,922-79.9% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 17.70% | 57.88%-40.2pp | 49.20%-31.5pp | 561.29%-543.6pp |
| Employer contribution / active EE | $4,057 | $4,419-8.2% | $3,942+2.9% | $4,660-12.9% |
| Participant deferral / active EE | $7,030 | $8,445-16.8% | $8,082-13.0% | $6,688+5.1% |
| Admin fee / account holder | $176 | $9,689-98.2% | $7,899-97.8% | $13,397-98.7% |