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 | $25,246 | $177,572-85.8% | $154,803-83.7% | $142,382-82.3% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 28.95% | 65.07%-36.1pp | 58.88%-29.9pp | 217.08%-188.1pp |
| Employer contribution / active EE | $2,439 | $4,810-49.3% | $4,305-43.3% | $4,299-43.3% |
| Participant deferral / active EE | $4,555 | $6,272-27.4% | $5,540-17.8% | $6,507-30.0% |
| Admin fee / account holder | $42 | $16,786-99.7% | $14,329-99.7% | $12,624-99.7% |