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 | $32,050 | $214,378-85.0% | $200,582-84.0% | $142,382-77.5% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 22.98% | 46.41%-23.4pp | 42.33%-19.4pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,604 | $6,841-61.9% | $6,419-59.4% | $4,299-39.4% |
| Participant deferral / active EE | $6,667 | $9,865-32.4% | $9,331-28.5% | $6,507+2.5% |
| Admin fee / account holder | $30 | $17,692-99.8% | $16,305-99.8% | $12,624-99.8% |