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 | $37,263 | $127,065-70.7% | $113,168-67.1% | $142,382-73.8% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 18.19% | 24.03%-5.8pp | 24.27%-6.1pp | 217.08%-198.9pp |
| Employer contribution / active EE | $3,217 | $3,442-6.5% | $2,975+8.1% | $4,299-25.2% |
| Participant deferral / active EE | $3,895 | $5,716-31.9% | $5,107-23.7% | $6,507-40.1% |
| Admin fee / account holder | $9 | $15,736-99.9% | $12,068-99.9% | $12,624-99.9% |