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 | $40,827 | $150,187-72.8% | $120,354-66.1% | $145,922-72.0% |
| Participation rate | 85.7% | 78.8%+7.0pp | 71.9%+13.8pp | 80.3%+5.4pp |
| Annual return | 15.61% | 154.07%-138.5pp | 107.15%-91.5pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,654 | $4,348-62.0% | $3,463-52.2% | $4,660-64.5% |
| Participant deferral / active EE | $6,320 | $6,173+2.4% | $4,991+26.6% | $6,688-5.5% |
| Admin fee / account holder | $241 | $12,207-98.0% | $9,423-97.4% | $13,397-98.2% |