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 | $36,667 | $154,117-76.2% | $129,995-71.8% | $139,434-73.7% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 33.25% | 32.48%+0.8pp | -137.18%+170.4pp | 372.94%-339.7pp |
| Employer contribution / active EE | $3,149 | $5,289-40.5% | $4,320-27.1% | $4,751-33.7% |
| Participant deferral / active EE | $5,882 | $6,710-12.3% | $5,820+1.1% | $6,710-12.3% |
| Admin fee / account holder | $44 | $14,007-99.7% | $10,614-99.6% | $11,403-99.6% |