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 | $65,806 | $179,726-63.4% | $156,263-57.9% | $142,382-53.8% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 17.11% | 77.86%-60.8pp | 59.47%-42.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $9,501 | $5,069+87.4% | $4,333+119.3% | $4,299+121.0% |
| Participant deferral / active EE | $5,671 | $6,956-18.5% | $6,158-7.9% | $6,507-12.8% |
| Admin fee / account holder | $181 | $17,272-99.0% | $14,255-98.7% | $12,624-98.6% |