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 9-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 | $49,911 | $217,402-77.0% | $185,823-73.1% | $167,490-70.2% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 15.35% | 148.36%-133.0pp | 122.05%-106.7pp | 478.56%-463.2pp |
| Employer contribution / active EE | $3,076 | $5,873-47.6% | $5,167-40.5% | $4,837-36.4% |
| Participant deferral / active EE | $6,015 | $6,356-5.4% | $5,568+8.0% | $6,341-5.2% |
| Admin fee / account holder | $195 | $19,811-99.0% | $16,237-98.8% | $12,309-98.4% |