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 | $32,429 | $159,602-79.7% | $150,045-78.4% | $142,382-77.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 22.43% | 70.24%-47.8pp | 62.55%-40.1pp | 217.08%-194.6pp |
| Employer contribution / active EE | $2,677 | $4,961-46.0% | $4,693-43.0% | $4,299-37.7% |
| Participant deferral / active EE | $4,849 | $8,310-41.7% | $7,997-39.4% | $6,507-25.5% |
| Admin fee / account holder | $37 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |