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 | $47,681 | $159,602-70.1% | $150,045-68.2% | $142,382-66.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 25.80% | 70.24%-44.4pp | 62.55%-36.8pp | 217.08%-191.3pp |
| Employer contribution / active EE | $3,596 | $4,961-27.5% | $4,693-23.4% | $4,299-16.4% |
| Participant deferral / active EE | $8,581 | $8,310+3.3% | $7,997+7.3% | $6,507+31.9% |
| Admin fee / account holder | $299 | $14,846-98.0% | $13,435-97.8% | $12,624-97.6% |