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 | $40,840 | $106,584-61.7% | $101,326-59.7% | $142,382-71.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.21% | 36.93%-16.7pp | 36.82%-16.6pp | 217.08%-196.9pp |
| Employer contribution / active EE | $3,099 | $3,956-21.7% | $3,665-15.5% | $4,299-27.9% |
| Participant deferral / active EE | $9,491 | $8,297+14.4% | $7,994+18.7% | $6,507+45.9% |
| Admin fee / account holder | $79 | $11,446-99.3% | $11,185-99.3% | $12,624-99.4% |