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 | $19,068 | $60,022-68.2% | $88,946-78.6% | $84,808-77.5% |
| Participation rate | 94.4% | 57.8%+36.6pp | 68.8%+25.6pp | 68.3%+26.1pp |
| Annual return | 20.15% | 22.43%-2.3pp | 57.82%-37.7pp | 40.90%-20.7pp |
| Employer contribution / active EE | $5,043 | $1,703+196.2% | $2,555+97.4% | $2,631+91.7% |
| Participant deferral / active EE | $1,366 | $3,114-56.1% | $4,581-70.2% | $4,212-67.6% |
| Admin fee / account holder | $178 | $4,811-96.3% | $8,261-97.8% | $7,344-97.6% |