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 | $57,618 | $100,773-42.8% | $88,946-35.2% | $142,382-59.5% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 20.65% | 70.18%-49.5pp | 57.82%-37.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,709 | $2,918-7.1% | $2,555+6.0% | $4,299-37.0% |
| Participant deferral / active EE | $6,902 | $5,230+32.0% | $4,581+50.7% | $6,507+6.1% |
| Admin fee / account holder | $295 | $9,693-97.0% | $8,261-96.4% | $12,624-97.7% |