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 | $33,057 | $179,726-81.6% | $156,263-78.8% | $142,382-76.8% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 15.03% | 77.86%-62.8pp | 59.47%-44.4pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,850 | $5,069-43.8% | $4,333-34.2% | $4,299-33.7% |
| Participant deferral / active EE | $4,620 | $6,956-33.6% | $6,158-25.0% | $6,507-29.0% |
| Admin fee / account holder | $169 | $17,272-99.0% | $14,255-98.8% | $12,624-98.7% |