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 | $33,740 | $177,572-81.0% | $154,803-78.2% | $142,382-76.3% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 29.21% | 65.07%-35.9pp | 58.88%-29.7pp | 217.08%-187.9pp |
| Employer contribution / active EE | $1,911 | $4,810-60.3% | $4,305-55.6% | $4,299-55.5% |
| Participant deferral / active EE | $4,957 | $6,272-21.0% | $5,540-10.5% | $6,507-23.8% |
| Admin fee / account holder | $205 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |