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 | $26,525 | $201,272-86.8% | $184,203-85.6% | $145,922-81.8% |
| Participation rate | 70.0% | 87.5%-17.5pp | 86.8%-16.8pp | 80.3%-10.3pp |
| Annual return | 23.30% | 29.00%-5.7pp | 28.81%-5.5pp | 561.29%-538.0pp |
| Employer contribution / active EE | $2,838 | $7,022-59.6% | $6,427-55.8% | $4,660-39.1% |
| Participant deferral / active EE | $5,242 | $9,806-46.5% | $9,131-42.6% | $6,688-21.6% |
| Admin fee / account holder | $175 | $16,364-98.9% | $13,901-98.7% | $13,397-98.7% |