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 | $21,847 | $159,602-86.3% | $150,045-85.4% | $142,382-84.7% |
| Participation rate | 85.0% | 84.0%+1.0pp | 82.3%+2.7pp | 80.1%+4.9pp |
| Annual return | 23.20% | 70.24%-47.0pp | 62.55%-39.3pp | 217.08%-193.9pp |
| Employer contribution / active EE | $5,579 | $4,961+12.5% | $4,693+18.9% | $4,299+29.8% |
| Participant deferral / active EE | $7,077 | $8,310-14.8% | $7,997-11.5% | $6,507+8.7% |
| Admin fee / account holder | $189 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |