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 | $39,938 | $159,602-75.0% | $150,045-73.4% | $142,382-72.0% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 26.12% | 70.24%-44.1pp | 62.55%-36.4pp | 217.08%-191.0pp |
| Employer contribution / active EE | $7,579 | $4,961+52.8% | $4,693+61.5% | $4,299+76.3% |
| Participant deferral / active EE | $11,226 | $8,310+35.1% | $7,997+40.4% | $6,507+72.5% |
| Admin fee / account holder | $33 | $14,846-99.8% | $13,435-99.8% | $12,624-99.7% |