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 | $36,455 | $177,572-79.5% | $154,803-76.5% | $142,382-74.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.44% | 65.07%-49.6pp | 58.88%-43.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,086 | $4,810-77.4% | $4,305-74.8% | $4,299-74.7% |
| Participant deferral / active EE | $6,628 | $6,272+5.7% | $5,540+19.6% | $6,507+1.9% |
| Admin fee / account holder | $261 | $16,786-98.4% | $14,329-98.2% | $12,624-97.9% |