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 | $34,449 | $106,584-67.7% | $101,326-66.0% | $142,382-75.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 19.95% | 36.93%-17.0pp | 36.82%-16.9pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,215 | $3,956-69.3% | $3,665-66.9% | $4,299-71.7% |
| Participant deferral / active EE | $2,905 | $8,297-65.0% | $7,994-63.7% | $6,507-55.4% |
| Admin fee / account holder | $94 | $11,446-99.2% | $11,185-99.2% | $12,624-99.3% |