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 | $29,819 | $159,602-81.3% | $150,045-80.1% | $142,382-79.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 21.96% | 70.24%-48.3pp | 62.55%-40.6pp | 217.08%-195.1pp |
| Employer contribution / active EE | $2,538 | $4,961-48.8% | $4,693-45.9% | $4,299-41.0% |
| Participant deferral / active EE | $4,399 | $8,310-47.1% | $7,997-45.0% | $6,507-32.4% |
| Admin fee / account holder | $52 | $14,846-99.6% | $13,435-99.6% | $12,624-99.6% |