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 | $32,652 | $117,983-72.3% | $101,794-67.9% | $142,382-77.1% |
| Participation rate | 95.7% | 74.2%+21.4pp | 69.2%+26.5pp | 80.1%+15.5pp |
| Annual return | 21.37% | 36.92%-15.5pp | 30.53%-9.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,819 | $2,773+1.7% | $2,289+23.2% | $4,299-34.4% |
| Participant deferral / active EE | $5,758 | $4,714+22.2% | $4,084+41.0% | $6,507-11.5% |
| Admin fee / account holder | $198 | $10,433-98.1% | $8,777-97.7% | $12,624-98.4% |