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 | $26,870 | $201,272-86.6% | $184,203-85.4% | $145,922-81.6% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 35.92% | 29.00%+6.9pp | 28.81%+7.1pp | 561.29%-525.4pp |
| Employer contribution / active EE | $3,229 | $7,022-54.0% | $6,427-49.8% | $4,660-30.7% |
| Participant deferral / active EE | $3,837 | $9,806-60.9% | $9,131-58.0% | $6,688-42.6% |
| Admin fee / account holder | $115 | $16,364-99.3% | $13,901-99.2% | $13,397-99.1% |