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 | $30,241 | $177,572-83.0% | $154,803-80.5% | $142,382-78.8% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 23.88% | 65.07%-41.2pp | 58.88%-35.0pp | 217.08%-193.2pp |
| Employer contribution / active EE | $3,433 | $4,810-28.6% | $4,305-20.3% | $4,299-20.1% |
| Participant deferral / active EE | $6,121 | $6,272-2.4% | $5,540+10.5% | $6,507-5.9% |
| Admin fee / account holder | $47 | $16,786-99.7% | $14,329-99.7% | $12,624-99.6% |