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 6-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 | $36,490 | $114,381-68.1% | $107,525-66.1% | $142,382-74.4% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 23.40% | 242.71%-219.3pp | 181.32%-157.9pp | 217.08%-193.7pp |
| Employer contribution / active EE | $2,397 | $4,015-40.3% | $3,754-36.2% | $4,299-44.3% |
| Participant deferral / active EE | $4,987 | $5,564-10.4% | $5,116-2.5% | $6,507-23.4% |
| Admin fee / account holder | $162 | $9,860-98.4% | $8,919-98.2% | $12,624-98.7% |