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 | $22,021 | $210,648-89.5% | $177,989-87.6% | $145,922-84.9% |
| Participation rate | 77.8% | 80.8%-3.0pp | 77.1%+0.7pp | 80.3%-2.5pp |
| Annual return | 16.29% | 385.86%-369.6pp | 294.48%-278.2pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,592 | $4,565-65.1% | $3,949-59.7% | $4,660-65.8% |
| Participant deferral / active EE | $4,931 | $6,958-29.1% | $6,276-21.4% | $6,688-26.3% |
| Admin fee / account holder | $124 | $12,013-99.0% | $10,363-98.8% | $13,397-99.1% |