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 4-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 | $34,615 | $95,266-63.7% | $82,389-58.0% | $142,382-75.7% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.5%+13.8pp | 80.1%+3.2pp |
| Annual return | 22.96% | 25.74%-2.8pp | 28.67%-5.7pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,911 | $2,991-2.7% | $2,517+15.7% | $4,299-32.3% |
| Participant deferral / active EE | $7,065 | $4,809+46.9% | $4,155+70.0% | $6,507+8.6% |
| Admin fee / account holder | $275 | $8,563-96.8% | $7,231-96.2% | $12,624-97.8% |