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 | $42,041 | $106,584-60.6% | $101,326-58.5% | $142,382-70.5% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 18.67% | 36.93%-18.3pp | 36.82%-18.1pp | 217.08%-198.4pp |
| Employer contribution / active EE | $9,889 | $3,956+150.0% | $3,665+169.8% | $4,299+130.0% |
| Participant deferral / active EE | $7,616 | $8,297-8.2% | $7,994-4.7% | $6,507+17.0% |
| Admin fee / account holder | $140 | $11,446-98.8% | $11,185-98.8% | $12,624-98.9% |