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 | $41,621 | $114,381-63.6% | $107,525-61.3% | $142,382-70.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 19.47% | 242.71%-223.2pp | 181.32%-161.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,588 | $4,015-60.5% | $3,754-57.7% | $4,299-63.1% |
| Participant deferral / active EE | $7,401 | $5,564+33.0% | $5,116+44.7% | $6,507+13.7% |
| Admin fee / account holder | $51 | $9,860-99.5% | $8,919-99.4% | $12,624-99.6% |