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 | $12,929 | $105,126-87.7% | $94,646-86.3% | $139,434-90.7% |
| Participation rate | 84.6% | 82.4%+2.3pp | 80.8%+3.8pp | 80.3%+4.3pp |
| Annual return | 27.27% | 38.03%-10.8pp | 156.71%-129.4pp | 372.94%-345.7pp |
| Employer contribution / active EE | $2,433 | $4,106-40.7% | $3,672-33.7% | $4,751-48.8% |
| Participant deferral / active EE | $5,241 | $7,599-31.0% | $7,418-29.3% | $6,710-21.9% |
| Admin fee / account holder | $208 | $8,984-97.7% | $7,231-97.1% | $11,403-98.2% |