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 | $40,005 | $159,602-74.9% | $150,045-73.3% | $142,382-71.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 22.80% | 70.24%-47.4pp | 62.55%-39.7pp | 217.08%-194.3pp |
| Employer contribution / active EE | $2,109 | $4,961-57.5% | $4,693-55.1% | $4,299-50.9% |
| Participant deferral / active EE | $8,299 | $8,310-0.1% | $7,997+3.8% | $6,507+27.5% |
| Admin fee / account holder | $95 | $14,846-99.4% | $13,435-99.3% | $12,624-99.2% |