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 | $39,035 | $177,572-78.0% | $154,803-74.8% | $142,382-72.6% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 19.27% | 65.07%-45.8pp | 58.88%-39.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $3,040 | $4,810-36.8% | $4,305-29.4% | $4,299-29.3% |
| Participant deferral / active EE | $2,413 | $6,272-61.5% | $5,540-56.4% | $6,507-62.9% |
| Admin fee / account holder | $87 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |