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 | $49,706 | $104,974-52.6% | $95,585-48.0% | $142,382-65.1% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.1%+16.8pp | 80.1%+8.8pp |
| Annual return | 19.69% | 210.33%-190.6pp | 38.56%-18.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,843 | $2,779+2.3% | $2,527+12.5% | $4,299-33.9% |
| Participant deferral / active EE | $4,846 | $4,352+11.4% | $4,023+20.5% | $6,507-25.5% |
| Admin fee / account holder | $263 | $6,386-95.9% | $6,127-95.7% | $12,624-97.9% |