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 | $35,017 | $177,572-80.3% | $154,803-77.4% | $142,382-75.4% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 24.33% | 65.07%-40.7pp | 58.88%-34.6pp | 217.08%-192.7pp |
| Employer contribution / active EE | $2,813 | $4,810-41.5% | $4,305-34.7% | $4,299-34.6% |
| Participant deferral / active EE | $8,714 | $6,272+38.9% | $5,540+57.3% | $6,507+33.9% |
| Admin fee / account holder | $199 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |