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 | $27,838 | $159,602-82.6% | $150,045-81.4% | $142,382-80.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 18.58% | 70.24%-51.7pp | 62.55%-44.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,776 | $4,961-44.0% | $4,693-40.8% | $4,299-35.4% |
| Participant deferral / active EE | $7,322 | $8,310-11.9% | $7,997-8.4% | $6,507+12.5% |
| Admin fee / account holder | $190 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |