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 | $33,590 | $117,983-71.5% | $101,794-67.0% | $142,382-76.4% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 23.47% | 36.92%-13.5pp | 30.53%-7.1pp | 217.08%-193.6pp |
| Employer contribution / active EE | $1,861 | $2,773-32.9% | $2,289-18.7% | $4,299-56.7% |
| Participant deferral / active EE | $2,877 | $4,714-39.0% | $4,084-29.5% | $6,507-55.8% |
| Admin fee / account holder | $192 | $10,433-98.2% | $8,777-97.8% | $12,624-98.5% |