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 | $54,457 | $214,378-74.6% | $200,582-72.9% | $142,382-61.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 22.95% | 46.41%-23.5pp | 42.33%-19.4pp | 217.08%-194.1pp |
| Employer contribution / active EE | $3,441 | $6,841-49.7% | $6,419-46.4% | $4,299-20.0% |
| Participant deferral / active EE | $8,541 | $9,865-13.4% | $9,331-8.5% | $6,507+31.3% |
| Admin fee / account holder | $104 | $17,692-99.4% | $16,305-99.4% | $12,624-99.2% |