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 | $31,507 | $99,877-68.5% | $84,966-62.9% | $145,922-78.4% |
| Participation rate | 95.0% | 74.1%+20.9pp | 67.5%+27.5pp | 80.3%+14.7pp |
| Annual return | 14.40% | 83.76%-69.4pp | 66.38%-52.0pp | 561.29%-546.9pp |
| Employer contribution / active EE | $7,530 | $3,231+133.0% | $2,727+176.1% | $4,660+61.6% |
| Participant deferral / active EE | $3,786 | $5,291-28.4% | $4,519-16.2% | $6,688-43.4% |
| Admin fee / account holder | $276 | $7,248-96.2% | $6,149-95.5% | $13,397-97.9% |