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 | $23,068 | $89,753-74.3% | $107,525-78.5% | $84,808-72.8% |
| Participation rate | 96.9% | 68.1%+28.8pp | 75.1%+21.8pp | 68.3%+28.6pp |
| Annual return | 41.29% | 29.48%+11.8pp | 181.32%-140.0pp | 40.90%+0.4pp |
| Employer contribution / active EE | $4,056 | $3,113+30.3% | $3,754+8.1% | $2,631+54.2% |
| Participant deferral / active EE | $3,293 | $4,056-18.8% | $5,116-35.6% | $4,212-21.8% |
| Admin fee / account holder | $176 | $7,222-97.6% | $8,919-98.0% | $7,344-97.6% |