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 | $20,659 | $107,452-80.8% | $91,541-77.4% | $142,382-85.5% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 25.23% | 22.06%+3.2pp | 20.50%+4.7pp | 217.08%-191.8pp |
| Employer contribution / active EE | $3,085 | $2,994+3.0% | $2,505+23.2% | $4,299-28.2% |
| Participant deferral / active EE | $6,855 | $4,754+44.2% | $4,008+71.0% | $6,507+5.3% |
| Admin fee / account holder | $19 | $8,834-99.8% | $6,956-99.7% | $12,624-99.8% |