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 | $47,538 | $214,378-77.8% | $200,582-76.3% | $142,382-66.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 23.67% | 46.41%-22.7pp | 42.33%-18.7pp | 217.08%-193.4pp |
| Employer contribution / active EE | $5,912 | $6,841-13.6% | $6,419-7.9% | $4,299+37.5% |
| Participant deferral / active EE | $9,325 | $9,865-5.5% | $9,331-0.1% | $6,507+43.3% |
| Admin fee / account holder | $112 | $17,692-99.4% | $16,305-99.3% | $12,624-99.1% |