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 4-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 | $38,853 | $183,519-78.8% | $155,509-75.0% | $145,922-73.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.08% | 61.17%-49.1pp | 64.67%-52.6pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,710 | $5,313-49.0% | $4,672-42.0% | $4,660-41.8% |
| Participant deferral / active EE | $6,972 | $6,462+7.9% | $5,626+23.9% | $6,688+4.3% |
| Admin fee / account holder | $227 | $19,313-98.8% | $15,912-98.6% | $13,397-98.3% |