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 4-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 | $35,996 | $159,602-77.4% | $150,045-76.0% | $142,382-74.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 19.56% | 70.24%-50.7pp | 62.55%-43.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,836 | $4,961-42.8% | $4,693-39.6% | $4,299-34.0% |
| Participant deferral / active EE | $4,500 | $8,310-45.8% | $7,997-43.7% | $6,507-30.8% |
| Admin fee / account holder | $81 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |