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 | $30,761 | $177,572-82.7% | $154,803-80.1% | $142,382-78.4% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 28.07% | 65.07%-37.0pp | 58.88%-30.8pp | 217.08%-189.0pp |
| Employer contribution / active EE | $1,543 | $4,810-67.9% | $4,305-64.2% | $4,299-64.1% |
| Participant deferral / active EE | $6,556 | $6,272+4.5% | $5,540+18.3% | $6,507+0.7% |
| Admin fee / account holder | $50 | $16,786-99.7% | $14,329-99.7% | $12,624-99.6% |