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 | $37,174 | $159,602-76.7% | $150,045-75.2% | $142,382-73.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 19.21% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,179 | $4,961-56.1% | $4,693-53.6% | $4,299-49.3% |
| Participant deferral / active EE | $14,839 | $8,310+78.6% | $7,997+85.6% | $6,507+128.0% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |