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 | $45,212 | $177,572-74.5% | $154,803-70.8% | $142,382-68.2% |
| Participation rate | 73.7% | 82.1%-8.4pp | 78.1%-4.4pp | 80.1%-6.4pp |
| Annual return | 25.24% | 65.07%-39.8pp | 58.88%-33.6pp | 217.08%-191.8pp |
| Employer contribution / active EE | $6,895 | $4,810+43.3% | $4,305+60.1% | $4,299+60.4% |
| Participant deferral / active EE | $3,961 | $6,272-36.8% | $5,540-28.5% | $6,507-39.1% |
| Admin fee / account holder | $50 | $16,786-99.7% | $14,329-99.7% | $12,624-99.6% |