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 | $47,939 | $102,317-53.1% | $146,958-67.4% | $80,856-40.7% |
| Participation rate | 86.5% | 75.8%+10.7pp | 82.2%+4.4pp | 67.6%+18.9pp |
| Annual return | 15.32% | 134.76%-119.4pp | 418.34%-403.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,980 | $3,713-19.8% | $4,933-39.6% | $2,755+8.2% |
| Participant deferral / active EE | $8,665 | $6,644+30.4% | $8,070+7.4% | $4,296+101.7% |
| Admin fee / account holder | $203 | $7,941-97.4% | $12,998-98.4% | $6,918-97.1% |