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 | $36,179 | $177,572-79.6% | $154,803-76.6% | $142,382-74.6% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 28.63% | 65.07%-36.4pp | 58.88%-30.3pp | 217.08%-188.4pp |
| Employer contribution / active EE | $4,455 | $4,810-7.4% | $4,305+3.5% | $4,299+3.6% |
| Participant deferral / active EE | $10,706 | $6,272+70.7% | $5,540+93.2% | $6,507+64.5% |
| Admin fee / account holder | $59 | $16,786-99.7% | $14,329-99.6% | $12,624-99.5% |