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 | $43,497 | $106,584-59.2% | $101,326-57.1% | $142,382-69.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 22.53% | 36.93%-14.4pp | 36.82%-14.3pp | 217.08%-194.5pp |
| Employer contribution / active EE | $4,057 | $3,956+2.6% | $3,665+10.7% | $4,299-5.6% |
| Participant deferral / active EE | $5,075 | $8,297-38.8% | $7,994-36.5% | $6,507-22.0% |
| Admin fee / account holder | $57 | $11,446-99.5% | $11,185-99.5% | $12,624-99.6% |