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 | $39,757 | $127,065-68.7% | $113,168-64.9% | $142,382-72.1% |
| Participation rate | 91.7% | 79.2%+12.5pp | 76.6%+15.1pp | 80.1%+11.5pp |
| Annual return | 22.41% | 24.03%-1.6pp | 24.27%-1.9pp | 217.08%-194.7pp |
| Employer contribution / active EE | $2,630 | $3,442-23.6% | $2,975-11.6% | $4,299-38.8% |
| Participant deferral / active EE | $6,513 | $5,716+13.9% | $5,107+27.5% | $6,507+0.1% |
| Admin fee / account holder | $60 | $15,736-99.6% | $12,068-99.5% | $12,624-99.5% |