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 | $39,148 | $214,378-81.7% | $200,582-80.5% | $142,382-72.5% |
| Participation rate | 92.3% | 87.4%+4.9pp | 86.9%+5.4pp | 80.1%+12.2pp |
| Annual return | 19.78% | 46.41%-26.6pp | 42.33%-22.5pp | 217.08%-197.3pp |
| Employer contribution / active EE | $4,348 | $6,841-36.4% | $6,419-32.3% | $4,299+1.1% |
| Participant deferral / active EE | $5,090 | $9,865-48.4% | $9,331-45.4% | $6,507-21.8% |
| Admin fee / account holder | $39 | $17,692-99.8% | $16,305-99.8% | $12,624-99.7% |