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 | $30,494 | $105,126-71.0% | $94,646-67.8% | $139,434-78.1% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 25.68% | 38.03%-12.4pp | 156.71%-131.0pp | 372.94%-347.3pp |
| Employer contribution / active EE | $1,465 | $4,106-64.3% | $3,672-60.1% | $4,751-69.2% |
| Participant deferral / active EE | $5,638 | $7,599-25.8% | $7,418-24.0% | $6,710-16.0% |
| Admin fee / account holder | $56 | $8,984-99.4% | $7,231-99.2% | $11,403-99.5% |