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 | $115,042 | $127,386-9.7% | $115,0370% | $125,391-8.3% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | 1.25% | 31.28%-30.0pp | 26.14%-24.9pp | 282.22%-281.0pp |
| Employer contribution / active EE | $1,893 | $5,166-63.4% | $4,608-58.9% | $4,866-61.1% |
| Participant deferral / active EE | $7,588 | $6,423+18.1% | $6,026+25.9% | $5,352+41.8% |
| Admin fee / account holder | $8 | $9,516-99.9% | $8,175-99.9% | $9,540-99.9% |