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 | $33,707 | $179,726-81.2% | $156,263-78.4% | $142,382-76.3% |
| Participation rate | 92.3% | 82.1%+10.2pp | 78.9%+13.4pp | 80.1%+12.2pp |
| Annual return | 21.28% | 77.86%-56.6pp | 59.47%-38.2pp | 217.08%-195.8pp |
| Employer contribution / active EE | $3,337 | $5,069-34.2% | $4,333-23.0% | $4,299-22.4% |
| Participant deferral / active EE | $7,268 | $6,956+4.5% | $6,158+18.0% | $6,507+11.7% |
| Admin fee / account holder | $25 | $17,272-99.9% | $14,255-99.8% | $12,624-99.8% |