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 | $44,385 | $114,381-61.2% | $107,525-58.7% | $142,382-68.8% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 21.26% | 242.71%-221.5pp | 181.32%-160.1pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,151 | $4,015-46.4% | $3,754-42.7% | $4,299-50.0% |
| Participant deferral / active EE | $5,807 | $5,564+4.4% | $5,116+13.5% | $6,507-10.8% |
| Admin fee / account holder | $107 | $9,860-98.9% | $8,919-98.8% | $12,624-99.2% |