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 | $59,886 | $106,584-43.8% | $101,326-40.9% | $142,382-57.9% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 27.47% | 36.93%-9.5pp | 36.82%-9.3pp | 217.08%-189.6pp |
| Employer contribution / active EE | $6,908 | $3,956+74.6% | $3,665+88.5% | $4,299+60.7% |
| Participant deferral / active EE | $11,635 | $8,297+40.2% | $7,994+45.5% | $6,507+78.8% |
| Admin fee / account holder | $108 | $11,446-99.1% | $11,185-99.0% | $12,624-99.1% |