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 | $30,542 | $177,572-82.8% | $154,803-80.3% | $142,382-78.5% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 25.79% | 65.07%-39.3pp | 58.88%-33.1pp | 217.08%-191.3pp |
| Employer contribution / active EE | $1,078 | $4,810-77.6% | $4,305-75.0% | $4,299-74.9% |
| Participant deferral / active EE | $3,129 | $6,272-50.1% | $5,540-43.5% | $6,507-51.9% |
| Admin fee / account holder | $140 | $16,786-99.2% | $14,329-99.0% | $12,624-98.9% |