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 | $41,806 | $133,958-68.8% | $112,228-62.7% | $134,475-68.9% |
| Participation rate | 93.3% | 78.6%+14.8pp | 75.1%+18.3pp | 81.2%+12.1pp |
| Annual return | -2.84% | 47.11%-50.0pp | 27.45%-30.3pp | 417.96%-420.8pp |
| Employer contribution / active EE | $4,400 | $4,038+9.0% | $3,635+21.1% | $4,740-7.2% |
| Participant deferral / active EE | $5,412 | $5,291+2.3% | $4,728+14.5% | $6,400-15.4% |
| Admin fee / account holder | $4 | $7,489-99.9% | $6,410-99.9% | $11,426-100.0% |