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 | $39,528 | $177,572-77.7% | $154,803-74.5% | $142,382-72.2% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 21.04% | 65.07%-44.0pp | 58.88%-37.8pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,148 | $4,810-76.1% | $4,305-73.3% | $4,299-73.3% |
| Participant deferral / active EE | $3,165 | $6,272-49.5% | $5,540-42.9% | $6,507-51.4% |
| Admin fee / account holder | $277 | $16,786-98.3% | $14,329-98.1% | $12,624-97.8% |