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 | $34,038 | $177,572-80.8% | $154,803-78.0% | $142,382-76.1% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 18.70% | 65.07%-46.4pp | 58.88%-40.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $5,859 | $4,810+21.8% | $4,305+36.1% | $4,299+36.3% |
| Participant deferral / active EE | $3,418 | $6,272-45.5% | $5,540-38.3% | $6,507-47.5% |
| Admin fee / account holder | $121 | $16,786-99.3% | $14,329-99.2% | $12,624-99.0% |