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 | $41,156 | $99,877-58.8% | $84,966-51.6% | $145,922-71.8% |
| Participation rate | 92.9% | 74.1%+18.8pp | 67.5%+25.4pp | 80.3%+12.6pp |
| Annual return | 19.83% | 83.76%-63.9pp | 66.38%-46.6pp | 561.29%-541.5pp |
| Employer contribution / active EE | $3,086 | $3,231-4.5% | $2,727+13.2% | $4,660-33.8% |
| Participant deferral / active EE | $6,880 | $5,291+30.0% | $4,519+52.2% | $6,688+2.9% |
| Admin fee / account holder | $14 | $7,248-99.8% | $6,149-99.8% | $13,397-99.9% |