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 | $55,820 | $159,602-65.0% | $150,045-62.8% | $142,382-60.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 17.37% | 70.24%-52.9pp | 62.55%-45.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $8,641 | $4,961+74.2% | $4,693+84.1% | $4,299+101.0% |
| Participant deferral / active EE | $8,127 | $8,310-2.2% | $7,997+1.6% | $6,507+24.9% |
| Admin fee / account holder | $101 | $14,846-99.3% | $13,435-99.2% | $12,624-99.2% |