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 | $51,379 | $114,381-55.1% | $107,525-52.2% | $142,382-63.9% |
| Participation rate | 82.4% | 78.1%+4.2pp | 75.1%+7.3pp | 80.1%+2.2pp |
| Annual return | 17.68% | 242.71%-225.0pp | 181.32%-163.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $6,489 | $4,015+61.6% | $3,754+72.9% | $4,299+50.9% |
| Participant deferral / active EE | $5,782 | $5,564+3.9% | $5,116+13.0% | $6,507-11.1% |
| Admin fee / account holder | $103 | $9,860-99.0% | $8,919-98.9% | $12,624-99.2% |