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 6-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 | $42,122 | $209,411-79.9% | $178,490-76.4% | $158,922-73.5% |
| Participation rate | 81.3% | 86.3%-5.1pp | 81.9%-0.7pp | 82.0%-0.7pp |
| Annual return | 26.34% | 188.75%-162.4pp | 151.07%-124.7pp | 302.83%-276.5pp |
| Employer contribution / active EE | $2,837 | $5,706-50.3% | $5,011-43.4% | $4,761-40.4% |
| Participant deferral / active EE | $4,071 | $5,954-31.6% | $5,202-21.7% | $5,982-32.0% |
| Admin fee / account holder | $168 | $17,074-99.0% | $13,984-98.8% | $11,246-98.5% |