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 | $24,704 | $159,602-84.5% | $150,045-83.5% | $142,382-82.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 23.24% | 70.24%-47.0pp | 62.55%-39.3pp | 217.08%-193.8pp |
| Employer contribution / active EE | $5,040 | $4,961+1.6% | $4,693+7.4% | $4,299+17.2% |
| Participant deferral / active EE | $7,020 | $8,310-15.5% | $7,997-12.2% | $6,507+7.9% |
| Admin fee / account holder | $162 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |