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 | $54,433 | $175,202-68.9% | $149,673-63.6% | $139,434-61.0% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 24.25% | 166.71%-142.5pp | 134.42%-110.2pp | 372.94%-348.7pp |
| Employer contribution / active EE | $5,059 | $5,474-7.6% | $4,818+5.0% | $4,751+6.5% |
| Participant deferral / active EE | $6,547 | $6,519+0.4% | $5,680+15.3% | $6,710-2.4% |
| Admin fee / account holder | $35 | $16,150-99.8% | $13,210-99.7% | $11,403-99.7% |