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 | $38,191 | $177,572-78.5% | $154,803-75.3% | $142,382-73.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 17.51% | 65.07%-47.6pp | 58.88%-41.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,895 | $4,810-39.8% | $4,305-32.8% | $4,299-32.7% |
| Participant deferral / active EE | $5,772 | $6,272-8.0% | $5,540+4.2% | $6,507-11.3% |
| Admin fee / account holder | $148 | $16,786-99.1% | $14,329-99.0% | $12,624-98.8% |