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 | $37,790 | $176,056-78.5% | $159,436-76.3% | $167,490-77.4% |
| Participation rate | 81.8% | 84.9%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 16.58% | 331.75%-315.2pp | 263.57%-247.0pp | 478.56%-462.0pp |
| Employer contribution / active EE | $2,022 | $5,297-61.8% | $4,829-58.1% | $4,837-58.2% |
| Participant deferral / active EE | $11,434 | $7,750+47.5% | $7,352+55.5% | $6,341+80.3% |
| Admin fee / account holder | $22 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |