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 | $32,827 | $177,572-81.5% | $154,803-78.8% | $142,382-76.9% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 18.06% | 65.07%-47.0pp | 58.88%-40.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $3,300 | $4,810-31.4% | $4,305-23.3% | $4,299-23.2% |
| Participant deferral / active EE | $5,704 | $6,272-9.1% | $5,540+2.9% | $6,507-12.3% |
| Admin fee / account holder | $116 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |