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 | $36,339 | $177,572-79.5% | $154,803-76.5% | $142,382-74.5% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 43.76% | 65.07%-21.3pp | 58.88%-15.1pp | 217.08%-173.3pp |
| Employer contribution / active EE | $3,971 | $4,810-17.5% | $4,305-7.8% | $4,299-7.6% |
| Participant deferral / active EE | $7,109 | $6,272+13.4% | $5,540+28.3% | $6,507+9.2% |
| Admin fee / account holder | $114 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |