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 5-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 | $32,726 | $133,922-75.6% | $116,228-71.8% | $142,382-77.0% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.6%+17.1pp | 80.1%+11.5pp |
| Annual return | 18.89% | 147.76%-128.9pp | 90.06%-71.2pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,163 | $3,446-8.2% | $2,994+5.6% | $4,299-26.4% |
| Participant deferral / active EE | $6,406 | $5,672+12.9% | $4,953+29.3% | $6,507-1.6% |
| Admin fee / account holder | $275 | $14,945-98.2% | $11,989-97.7% | $12,624-97.8% |